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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,683 | -3.7% | 4,480 | 0.0% | 0.09% | -3.2% |
| Q2 2023 | $255,136 | -39.0% | 4,480 | -38.5% | 0.10% | -39.5% |
| Q1 2023 | $418,018 | +2.1% | 7,280 | -0.2% | 0.16% | -4.8% |
| Q4 2022 | $409,491 | +2.9% | 7,298 | -0.5% | 0.16% | -2.4% |
| Q3 2022 | $398,000 | -8.7% | 7,338 | -5.0% | 0.17% | -1.7% |
| Q2 2022 | $436,000 | -6.4% | 7,724 | -3.5% | 0.17% | +5.5% |
| Q1 2022 | $466,000 | -6.6% | 8,003 | 0.0% | 0.16% | -4.1% |
| Q4 2021 | $499,000 | -8.1% | 8,003 | -8.5% | 0.17% | +4.3% |
| Q3 2021 | $543,000 | -0.7% | 8,743 | 0.0% | 0.16% | +5.2% |
| Q2 2021 | $547,000 | -0.7% | 8,743 | -1.4% | 0.16% | -3.7% |
| Q1 2021 | $551,000 | -1.1% | 8,864 | 0.0% | 0.16% | -10.1% |
| Q4 2020 | $557,000 | +0.7% | 8,864 | 0.0% | 0.18% | -5.8% |
| Q3 2020 | $553,000 | +0.4% | 8,864 | 0.0% | 0.19% | -9.5% |
| Q2 2020 | $551,000 | -5.7% | 8,864 | -8.1% | 0.21% | -18.0% |
| Q1 2020 | $584,000 | -1.2% | 9,646 | 0.0% | 0.26% | +24.9% |
| Q4 2019 | $591,000 | +2.2% | 9,646 | +2.2% | 0.20% | -4.7% |
| Q3 2019 | $578,000 | +1.0% | 9,436 | 0.0% | 0.22% | +2.9% |
| Q2 2019 | $572,000 | +1.8% | 9,436 | 0.0% | 0.21% | -4.6% |
| Q1 2019 | $562,000 | +3.7% | 9,436 | +1.7% | 0.22% | -10.2% |
| Q4 2018 | $542,000 | +0.7% | 9,276 | 0.0% | 0.24% | +19.0% |
| Q3 2018 | $538,000 | -3.1% | 9,276 | -2.1% | 0.20% | -7.2% |
| Q2 2018 | $555,000 | +0.4% | 9,476 | 0.0% | 0.22% | -2.6% |
| Q1 2018 | $553,000 | -3.3% | 9,476 | -2.1% | 0.23% | -0.4% |
| Q4 2017 | $572,000 | +16.7% | 9,676 | +133.8% | 0.23% | +12.9% |
| Q3 2017 | $490,000 | +0.6% | 4,138 | 0.0% | 0.20% | -5.2% |
| Q2 2017 | $487,000 | +1.2% | 4,138 | 0.0% | 0.21% | -6.2% |
| Q1 2017 | $481,000 | +0.6% | 4,138 | 0.0% | 0.23% | -4.6% |
| Q4 2016 | $478,000 | +6.7% | 4,138 | +11.6% | 0.24% | +2.6% |
| Q3 2016 | $448,000 | -1.1% | 3,708 | 0.0% | 0.23% | +0.4% |
| Q2 2016 | $453,000 | -13.1% | 3,708 | -15.0% | 0.23% | -16.6% |
| Q1 2016 | $521,000 | +1.6% | 4,364 | +0.5% | 0.28% | -7.0% |
| Q4 2015 | $513,000 | +0.6% | 4,344 | 0.0% | 0.30% | +0.7% |
| Q3 2015 | $510,000 | +39.7% | 4,344 | +37.5% | 0.30% | +46.5% |
| Q2 2015 | $365,000 | -5.2% | 3,160 | -3.1% | 0.20% | -2.9% |
| Q1 2015 | $385,000 | -4.2% | 3,260 | -4.4% | 0.21% | -9.6% |
| Q4 2014 | $402,000 | +31.8% | 3,410 | +30.7% | 0.23% | +35.3% |
| Q3 2014 | $305,000 | +1.0% | 2,610 | 0.0% | 0.17% | +2.4% |
| Q2 2014 | $302,000 | +2.4% | 2,610 | 0.0% | 0.17% | -7.8% |
| Q1 2014 | $295,000 | +3.5% | 2,610 | 0.0% | 0.18% | +9.1% |
| Q4 2013 | $285,000 | +0.4% | 2,610 | 0.0% | 0.16% | -2.4% |
| Q3 2013 | $284,000 | +0.7% | 2,610 | 0.0% | 0.17% | -4.0% |
| Q2 2013 | $282,000 | – | 2,610 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 316,849 | $17,376,000 | 9.65% |
| MYECFO, LLC | 192,588 | $10,553,257 | 7.32% |
| Manhattan West Asset Management, LLC | 436,703 | $23,647,467 | 7.28% |
| Brio Consultants, LLC | 511,684 | $28,060,742 | 5.27% |
| Slow Capital, Inc. | 451,533 | $24,762,053 | 4.55% |
| Opes Wealth Management LLC | 278,281 | $15,260,930 | 4.23% |
| Creative Capital Management Investments LLC | 70,180 | $3,848,671 | 2.64% |
| Certus Wealth Management, LLC | 50,049 | $2,744,687 | 2.62% |
| Rinkey Investments | 93,864 | $5,147,502 | 2.36% |
| Warren Street Wealth Advisors, LLC | 56,375 | $3,091,605 | 2.04% |