ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $371 | -1.3% | 6,528 | 0.0% | 0.01% | -7.1% |
| Q1 2024 | $376 | -0.5% | 6,528 | 0.0% | 0.01% | -17.6% |
| Q4 2023 | $378 | +5.6% | 6,528 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $358 | -3.8% | 6,528 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $372 | -0.8% | 6,528 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $375 | -21.5% | 6,528 | -23.3% | 0.02% | -26.9% |
| Q4 2022 | $478 | -99.9% | 8,514 | +30.4% | 0.03% | +30.0% |
| Q3 2022 | $354,000 | -26.4% | 6,528 | -23.5% | 0.02% | -23.1% |
| Q2 2022 | $481,000 | -4.9% | 8,528 | -2.0% | 0.03% | +13.0% |
| Q1 2022 | $506,000 | -6.6% | 8,703 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $542,000 | +0.4% | 8,703 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $540,000 | -0.9% | 8,703 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $545,000 | +0.7% | 8,703 | 0.0% | 0.03% | -13.3% |
| Q1 2021 | $541,000 | -1.1% | 8,703 | 0.0% | 0.03% | -37.5% |
| Q4 2020 | $547,000 | +0.7% | 8,703 | 0.0% | 0.05% | -7.7% |
| Q3 2020 | $543,000 | +0.4% | 8,703 | 0.0% | 0.05% | +2.0% |
| Q2 2020 | $541,000 | +2.7% | 8,703 | 0.0% | 0.05% | -19.0% |
| Q1 2020 | $527,000 | -11.3% | 8,703 | -10.3% | 0.06% | +18.9% |
| Q4 2019 | $594,000 | +11.4% | 9,703 | +11.5% | 0.05% | +1.9% |
| Q3 2019 | $533,000 | +0.9% | 8,703 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $528,000 | +1.7% | 8,703 | 0.0% | 0.05% | -5.4% |
| Q1 2019 | $519,000 | +2.0% | 8,703 | 0.0% | 0.06% | -13.8% |
| Q4 2018 | $509,000 | – | 8,703 | – | 0.06% | – |
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% |