ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 48 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $211,000 | +3.4% | 3,389 | +3.0% | 0.24% | +97.5% |
Q2 2020 | $204,000 | +2.5% | 3,289 | 0.0% | 0.12% | -10.5% |
Q1 2020 | $199,000 | +35.4% | 3,289 | +36.8% | 0.13% | +87.3% |
Q4 2019 | $147,000 | +16.7% | 2,404 | +17.3% | 0.07% | +10.9% |
Q3 2019 | $126,000 | -37.6% | 2,050 | +19.4% | 0.06% | +100.0% |
Q3 2015 | $202,000 | -5.2% | 1,717 | -4.9% | 0.03% | -34.7% |
Q4 2014 | $213,000 | -23.1% | 1,806 | -24.0% | 0.05% | -10.9% |
Q3 2014 | $277,000 | +0.7% | 2,375 | 0.0% | 0.06% | +17.0% |
Q2 2014 | $275,000 | +2.2% | 2,375 | 0.0% | 0.05% | +6.8% |
Q1 2014 | $269,000 | +4.3% | 2,375 | 0.0% | 0.04% | 0.0% |
Q4 2013 | $258,000 | -16.2% | 2,375 | -15.9% | 0.04% | -27.9% |
Q3 2013 | $308,000 | +18.9% | 2,824 | +17.8% | 0.06% | +15.1% |
Q2 2013 | $259,000 | – | 2,398 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |