ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 244 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $809,000 | -4.6% | 13,197 | -4.6% | 0.01% | -16.7% |
| Q3 2019 | $848,000 | +20.6% | 13,834 | +19.2% | 0.01% | +20.0% |
| Q2 2019 | $703,000 | +14.1% | 11,604 | +12.3% | 0.01% | 0.0% |
| Q1 2019 | $616,000 | +11.6% | 10,329 | +9.3% | 0.01% | 0.0% |
| Q4 2018 | $552,000 | -28.8% | 9,450 | -29.4% | 0.01% | -16.7% |
| Q3 2018 | $775,000 | +14.6% | 13,378 | +15.6% | 0.01% | 0.0% |
| Q2 2018 | $676,000 | 0.0% | 11,577 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $676,000 | +4.8% | 11,577 | +6.2% | 0.01% | 0.0% |
| Q4 2017 | $645,000 | +4.0% | 10,897 | +108.2% | 0.01% | -14.3% |
| Q3 2017 | $620,000 | +25.3% | 5,235 | +24.5% | 0.01% | +16.7% |
| Q2 2017 | $495,000 | +3.8% | 4,205 | +2.8% | 0.01% | 0.0% |
| Q1 2017 | $477,000 | +84.2% | 4,091 | +84.5% | 0.01% | +50.0% |
| Q4 2016 | $259,000 | +24.5% | 2,217 | +28.5% | 0.00% | +33.3% |
| Q3 2016 | $208,000 | -2.3% | 1,725 | -1.0% | 0.00% | 0.0% |
| Q2 2016 | $213,000 | +17.7% | 1,742 | +15.1% | 0.00% | 0.0% |
| Q1 2016 | $181,000 | +1.1% | 1,514 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $179,000 | +7.8% | 1,514 | +7.1% | 0.00% | 0.0% |
| Q3 2015 | $166,000 | +1.8% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $163,000 | -2.4% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $167,000 | 0.0% | 1,414 | 0.0% | 0.00% | -25.0% |
| Q4 2014 | $167,000 | +1.2% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $165,000 | +0.6% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $164,000 | +2.5% | 1,414 | 0.0% | 0.00% | -20.0% |
| Q1 2014 | $160,000 | +3.9% | 1,414 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $154,000 | 0.0% | 1,414 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $154,000 | +0.7% | 1,414 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $153,000 | – | 1,414 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 139,463 | $8,657,000 | 4.31% |
| Slow Capital, Inc. | 357,879 | $22,215,000 | 4.07% |
| Bradley & Co. Private Wealth Management, LLC | 46,548 | $2,890,000 | 2.49% |
| MISSION WEALTH MANAGEMENT, LP | 768,536 | $47,707,000 | 2.43% |
| Opes Wealth Management LLC | 105,502 | $6,549,000 | 2.32% |
| Omega Financial Group, LLC | 62,176 | $3,860,000 | 1.84% |
| Boltwood Capital Management | 72,372 | $4,492,000 | 1.81% |
| Safeguard Investment Advisory Group, LLC | 39,904 | $2,477,000 | 1.60% |
| Orin Green Financial, LLC | 34,948 | $2,169,000 | 1.51% |
| RHS Financial, LLC | 31,391 | $1,949,000 | 1.42% |