FIRST FOUNDATION ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,307,150
+1.2%
352,063
+5.1%
0.90%
+9.3%
Q2 2023$19,081,824
+111.8%
335,063
+113.5%
0.82%
+99.3%
Q1 2023$9,010,733
-4.2%
156,927
-6.4%
0.41%
-8.2%
Q4 2022$9,410,357
+36.0%
167,713
+31.4%
0.45%
+33.0%
Q3 2022$6,918,000
+1.1%
127,594
+5.3%
0.34%
+12.3%
Q2 2022$6,840,000
+12.2%
121,144
+15.6%
0.30%
+37.3%
Q1 2022$6,095,000
-10.5%
104,757
-4.1%
0.22%
-6.0%
Q4 2021$6,812,000
-11.7%
109,285
-12.1%
0.23%
-18.8%
Q3 2021$7,714,000
-3.2%
124,268
-2.4%
0.29%
-6.2%
Q2 2021$7,971,000
+8.7%
127,286
+7.8%
0.31%
-2.2%
Q1 2021$7,334,000
-31.6%
118,059
-30.8%
0.31%
-33.9%
Q4 2020$10,719,000
-11.1%
170,610
-11.7%
0.48%
-15.0%
Q3 2020$12,051,000
+47.5%
193,153
+47.0%
0.56%
+32.8%
Q2 2020$8,169,000
+9.0%
131,425
+6.1%
0.42%
-8.3%
Q1 2020$7,496,000
+0.2%
123,856
+1.3%
0.46%
+24.1%
Q4 2019$7,484,000
+112.6%
122,230
+112.8%
0.37%
+96.8%
Q3 2019$3,520,000
+58.3%
57,439
+56.7%
0.19%
+51.6%
Q2 2019$2,223,000
+7.5%
36,665
+5.6%
0.12%
+0.8%
Q1 2019$2,068,000
+39.8%
34,708
+37.1%
0.12%
+32.3%
Q4 2018$1,479,000
-26.4%
25,307
-27.0%
0.09%
-16.2%
Q3 2018$2,009,000
+352.5%
34,646
+356.6%
0.11%
+326.9%
Q2 2018$444,000
-6.7%
7,587
-6.9%
0.03%
-3.7%
Q1 2018$476,000
-45.5%
8,150
-44.8%
0.03%
-42.6%
Q4 2017$873,000
+53.2%
14,758
+206.8%
0.05%
+46.9%
Q3 2017$570,000
+15.9%
4,810
+15.2%
0.03%
+10.3%
Q2 2017$492,000
-31.7%
4,177
-32.6%
0.03%
-35.6%
Q1 2017$720,000
-89.2%
6,193
-89.2%
0.04%
-89.7%
Q4 2016$6,646,000
+2030.1%
57,548
+2154.1%
0.44%
+1877.3%
Q2 2016$312,000
+2.3%
2,5530.0%0.02%0.0%
Q1 2016$305,000
+1.0%
2,5530.0%0.02%
+4.8%
Q4 2015$302,000
-29.8%
2,553
-30.1%
0.02%
-44.7%
Q4 2014$430,000
-23.6%
3,651
-29.4%
0.04%
-50.0%
Q4 2013$563,0005,1730.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Orin Green Financial, LLC 316,849$17,376,0009.65%
MYECFO, LLC 192,588$10,553,2577.32%
Manhattan West Asset Management, LLC 436,703$23,647,4677.28%
Brio Consultants, LLC 511,684$28,060,7425.27%
Slow Capital, Inc. 451,533$24,762,0534.55%
Opes Wealth Management LLC 278,281$15,260,9304.23%
Creative Capital Management Investments LLC 70,180$3,848,6712.64%
Certus Wealth Management, LLC 50,049$2,744,6872.62%
Rinkey Investments 93,864$5,147,5022.36%
Warren Street Wealth Advisors, LLC 56,375$3,091,6052.04%
View complete list of ISHARES TR shareholders