ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $976,000 | -6.7% | 16,775 | 0.0% | 1.32% | +126.9% |
| Q4 2021 | $1,046,000 | +0.6% | 16,775 | +0.1% | 0.58% | -6.6% |
| Q3 2021 | $1,040,000 | -0.5% | 16,760 | +0.5% | 0.62% | +1.6% |
| Q2 2021 | $1,045,000 | +1.3% | 16,680 | +0.4% | 0.61% | -4.7% |
| Q1 2021 | $1,032,000 | -23.8% | 16,615 | -23.0% | 0.64% | -22.4% |
| Q4 2020 | $1,355,000 | -0.6% | 21,565 | -1.3% | 0.83% | -11.8% |
| Q3 2020 | $1,363,000 | +0.4% | 21,845 | 0.0% | 0.94% | -2.1% |
| Q2 2020 | $1,358,000 | +2.6% | 21,845 | -0.1% | 0.96% | -11.5% |
| Q1 2020 | $1,323,000 | -1.0% | 21,868 | +0.2% | 1.08% | +28.8% |
| Q4 2019 | $1,336,000 | +0.1% | 21,818 | +0.1% | 0.84% | -7.4% |
| Q3 2019 | $1,335,000 | +2.8% | 21,793 | +1.7% | 0.91% | +2.4% |
| Q2 2019 | $1,299,000 | +1.2% | 21,428 | -0.6% | 0.89% | -1.6% |
| Q1 2019 | $1,284,000 | +2.0% | 21,550 | 0.0% | 0.90% | -11.3% |
| Q4 2018 | $1,259,000 | +454.6% | 21,550 | +450.4% | 1.02% | +568.4% |
| Q3 2018 | $227,000 | -0.9% | 3,915 | 0.0% | 0.15% | -13.6% |
| Q2 2018 | $229,000 | – | 3,915 | – | 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% |