ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,533,623 | -3.7% | 82,670 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $4,708,057 | -0.8% | 82,670 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $4,746,911 | +2.3% | 82,670 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4,638,614 | +3.5% | 82,670 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $4,482,000 | +47.5% | 82,670 | +53.7% | 0.00% | +50.0% |
Q2 2022 | $3,038,000 | +603.2% | 53,800 | +679.3% | 0.00% | – |
Q2 2021 | $432,000 | +11.3% | 6,904 | +10.6% | 0.00% | – |
Q1 2021 | $388,000 | +1041.2% | 6,240 | +1034.5% | 0.00% | – |
Q2 2020 | $34,000 | +3.0% | 550 | 0.0% | 0.00% | – |
Q1 2020 | $33,000 | -73.0% | 550 | -72.5% | 0.00% | – |
Q4 2019 | $122,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
Q3 2019 | $122,000 | +0.8% | 2,000 | 0.0% | 0.00% | – |
Q2 2019 | $121,000 | -48.5% | 2,000 | 0.0% | 0.00% | – |
Q4 2014 | $235,000 | +0.9% | 2,000 | 0.0% | 0.00% | – |
Q3 2014 | $233,000 | +0.9% | 2,000 | 0.0% | 0.00% | – |
Q2 2014 | $231,000 | +2.2% | 2,000 | 0.0% | 0.00% | – |
Q1 2014 | $226,000 | +4.1% | 2,000 | 0.0% | 0.00% | – |
Q4 2013 | $217,000 | -52.4% | 2,000 | -52.3% | 0.00% | – |
Q3 2013 | $456,000 | – | 4,195 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MISSION WEALTH MANAGEMENT, LP | 900,942 | $55,165,000 | 5.30% |
Blue Zone Wealth Advisors, LLC | 122,591 | $7,506,000 | 4.84% |
Towerpoint Wealth, LLC | 106,399 | $6,515,000 | 4.30% |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 100,334 | $6,143,000 | 4.10% |
Miracle Mile Advisors, LLC | 945,837 | $57,914,000 | 4.00% |
Parkside Advisors LLC | 112,476 | $6,887,000 | 3.08% |
Pure Financial Advisors, LLC | 193,654 | $11,857,000 | 2.02% |
Boltwood Capital Management | 55,004 | $3,368,000 | 1.89% |
Slow Capital, Inc. | 92,606 | $5,670,000 | 1.75% |
BAILARD, INC. | 383,790 | $23,499,000 | 1.32% |