ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q2 2021. 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 ↓ |
---|---|---|---|
Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |