ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,678 | -49.3% | 11,446 | -47.3% | 0.01% | -50.0% |
| Q2 2023 | $1,237,560 | +0.7% | 21,731 | +1.6% | 0.01% | -6.7% |
| Q1 2023 | $1,228,386 | +8.6% | 21,393 | +6.1% | 0.02% | 0.0% |
| Q4 2022 | $1,131,346 | +4.5% | 20,163 | +0.9% | 0.02% | -11.8% |
| Q3 2022 | $1,083,000 | +80.2% | 19,983 | +87.8% | 0.02% | +88.9% |
| Q2 2022 | $601,000 | -6.4% | 10,642 | -3.6% | 0.01% | 0.0% |
| Q1 2022 | $642,000 | -6.7% | 11,042 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $688,000 | +0.4% | 11,042 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $685,000 | -0.9% | 11,042 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $691,000 | +0.7% | 11,042 | 0.0% | 0.01% | -13.3% |
| Q1 2021 | $686,000 | +21.4% | 11,042 | +22.8% | 0.02% | +15.4% |
| Q4 2020 | $565,000 | -45.5% | 8,992 | -45.8% | 0.01% | -23.5% |
| Q3 2020 | $1,036,000 | +78.0% | 16,592 | +77.3% | 0.02% | 0.0% |
| Q2 2020 | $582,000 | +2.6% | 9,356 | +0.0% | 0.02% | 0.0% |
| Q1 2020 | $567,000 | -1.0% | 9,355 | 0.0% | 0.02% | +30.8% |
| Q4 2019 | $573,000 | +62.8% | 9,355 | +63.0% | 0.01% | -7.1% |
| Q3 2019 | $352,000 | +6.3% | 5,741 | +5.3% | 0.01% | -6.7% |
| Q2 2019 | $331,000 | +11.1% | 5,451 | +9.0% | 0.02% | -6.2% |
| Q1 2019 | $298,000 | 0.0% | 5,000 | -1.9% | 0.02% | -68.0% |
| Q4 2018 | $298,000 | – | 5,095 | – | 0.05% | – |
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% |