BRIGHTON JONES LLC - ISHARES TR ownership

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
BRIGHTON JONES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$394,352
-3.7%
7,191
+0.0%
0.02%
-4.8%
Q2 2023$409,415
-0.8%
7,189
+0.0%
0.02%
-8.7%
Q1 2023$412,692
+7.2%
7,187
+4.8%
0.02%0.0%
Q4 2022$384,915
+3.5%
6,8600.0%0.02%
+4.5%
Q3 2022$372,000
-3.9%
6,8600.0%0.02%0.0%
Q2 2022$387,000
-3.0%
6,8600.0%0.02%
+15.8%
Q1 2022$399,000
-6.8%
6,8600.0%0.02%
-5.0%
Q4 2021$428,000
+0.5%
6,8600.0%0.02%
-9.1%
Q3 2021$426,000
-0.9%
6,8600.0%0.02%0.0%
Q2 2021$430,000
-0.9%
6,860
-1.7%
0.02%
-15.4%
Q1 2021$434,000
-1.1%
6,9800.0%0.03%
-3.7%
Q4 2020$439,000
+2.6%
6,980
+1.7%
0.03%
-10.0%
Q3 2020$428,000
+0.5%
6,8600.0%0.03%
-14.3%
Q2 2020$426,000
+2.7%
6,8600.0%0.04%
-20.5%
Q1 2020$415,000
-1.2%
6,8600.0%0.04%
-2.2%
Q4 2019$420,0000.0%6,8600.0%0.04%
-8.2%
Q3 2019$420,000
+1.0%
6,8600.0%0.05%
+2.1%
Q2 2019$416,000
+1.7%
6,8600.0%0.05%
-4.0%
Q1 2019$409,000
+2.0%
6,8600.0%0.05%
-13.8%
Q4 2018$401,000
+0.8%
6,8600.0%0.06%
+18.4%
Q3 2018$398,000
-1.0%
6,8600.0%0.05%
-5.8%
Q2 2018$402,000
+0.5%
6,8600.0%0.05%
-5.5%
Q1 2018$400,000
-1.5%
6,8600.0%0.06%
+12.2%
Q4 2017$406,0000.0%6,860
+100.0%
0.05%
-5.8%
Q3 2017$406,000
-8.8%
3,430
-9.3%
0.05%
-17.5%
Q2 2017$445,000
+11.5%
3,781
+10.2%
0.06%
-35.1%
Q1 2017$399,000
-99.9%
3,4300.0%0.10%
-34.9%
Q4 2016$396,096,000
-4.3%
3,4300.0%0.15%
+122.4%
Q3 2016$413,967,000
+98698.8%
3,4300.0%0.07%
-9.5%
Q2 2016$419,000
-99.9%
3,4300.0%0.07%
-1.3%
Q1 2016$409,199,000
+100936.8%
3,4300.0%0.08%
-5.1%
Q4 2015$405,000
+0.5%
3,4300.0%0.08%
-8.1%
Q3 2015$403,000
-7.1%
3,430
-8.7%
0.09%
-13.1%
Q2 2015$434,000
+6.9%
3,758
+9.6%
0.10%
+7.6%
Q1 2015$406,000
+0.5%
3,4300.0%0.09%
-1.1%
Q4 2014$404,000
+1.0%
3,4300.0%0.09%
+3.3%
Q3 2014$400,000
+0.5%
3,4300.0%0.09%0.0%
Q2 2014$398,000
+2.6%
3,4300.0%0.09%
-1.1%
Q1 2014$388,000
+4.0%
3,4300.0%0.09%
+7.1%
Q4 2013$373,0000.0%3,4300.0%0.08%
-13.3%
Q3 2013$373,000
+0.5%
3,4300.0%0.10%
-11.7%
Q2 2013$371,0003,4300.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Leisure Capital Management 448,426$25,318,00013.14%
Orin Green Financial, LLC 264,357$14,974,0009.36%
Slow Capital, Inc. 468,969$26,478,0006.43%
Manhattan West Asset Management, LLC 95,946$5,417,0003.27%
Financial Connections Group, Inc. 63,981$3,612,0003.18%
Warren Street Wealth Advisors, LLC 58,215$3,287,0003.18%
Navalign, LLC 94,639$5,343,0002.33%
Waypoint Wealth Partners Inc. 95,315$5,381,0002.06%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0001.82%
Caerus Investment Advisors, LLC 26,264$1,483,0001.80%
View complete list of ISHARES TR shareholders