ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,313,086 | +3.5% | 23,402 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,269,000 | -3.9% | 23,402 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,321,000 | -61.1% | 23,402 | -57.0% | 0.00% | -50.0% |
| Q4 2021 | $3,392,000 | -2.7% | 54,424 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $3,485,000 | +88.2% | 56,136 | +89.8% | 0.00% | +100.0% |
| Q2 2021 | $1,852,000 | +0.8% | 29,578 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,837,000 | -31.3% | 29,578 | -30.5% | 0.00% | -50.0% |
| Q4 2020 | $2,675,000 | -57.0% | 42,578 | -57.3% | 0.00% | -60.0% |
| Q3 2020 | $6,222,000 | +0.4% | 99,731 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $6,199,000 | +155.6% | 99,731 | +148.9% | 0.01% | +66.7% |
| Q1 2020 | $2,425,000 | -71.9% | 40,072 | -71.6% | 0.00% | -57.1% |
| Q4 2019 | $8,641,000 | -51.9% | 141,118 | -51.9% | 0.01% | -56.2% |
| Q3 2019 | $17,980,000 | +115.6% | 293,410 | +113.4% | 0.02% | +128.6% |
| Q2 2019 | $8,338,000 | +176.4% | 137,500 | +169.6% | 0.01% | +133.3% |
| Q4 2017 | $3,017,000 | -39.4% | 51,000 | +21.4% | 0.00% | -40.0% |
| Q3 2017 | $4,977,000 | – | 42,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pure Financial Advisors, LLC | 59,410 | $7,019,000 | 3.04% |
| Parkside Advisors LLC | 32,987 | $3,871,000 | 2.87% |
| NewFocus Financial Group, LLC | 8,708 | $1,029,000 | 0.72% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 6,900 | $815,000 | 0.70% |
| BANK OF STOCKTON | 6,400 | $757,000 | 0.44% |
| MILLIE CAPITAL MANAGEMENT, LLC | 3,320 | $392,000 | 0.41% |
| Winfield Associates, Inc. | 5,013 | $592,000 | 0.40% |
| Garde Capital, Inc. | 8,241 | $974,000 | 0.34% |
| Pictet North America Advisors SA | 11,000 | $1,300,000 | 0.30% |
| FCA CORP /TX | 4,344 | $513,000 | 0.30% |