REILLY FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$480,000
+2.8%
7,700
+2.3%
0.04%
-10.0%
Q3 2021$467,000
-3.1%
7,528
-2.3%
0.04%
+2.6%
Q2 2021$482,000
+8.1%
7,702
+7.2%
0.04%0.0%
Q1 2021$446,000
-1.1%
7,186
+0.0%
0.04%
-7.1%
Q4 2020$451,000
+0.7%
7,185
+0.0%
0.04%
-12.5%
Q3 2020$448,000
+0.2%
7,183
-0.1%
0.05%
-9.4%
Q2 2020$447,000
+2.8%
7,187
+0.0%
0.05%
-15.9%
Q1 2020$435,000
-11.6%
7,185
-10.6%
0.06%
+12.5%
Q4 2019$492,000
-1.4%
8,039
-1.2%
0.06%
-8.2%
Q3 2019$499,000
-3.1%
8,137
-4.3%
0.06%
-6.2%
Q2 2019$515,000
+13.7%
8,501
+11.9%
0.06%
+10.2%
Q1 2019$453,000
+9.2%
7,599
+6.9%
0.06%
-1.7%
Q4 2018$415,000
-18.8%
7,108
-19.4%
0.06%
-11.8%
Q3 2018$511,000
+711.1%
8,816
+720.1%
0.07%
+655.6%
Q2 2018$63,000
+18.9%
1,075
+19.4%
0.01%
+28.6%
Q1 2018$53,0000.0%9000.0%0.01%
-12.5%
Q4 2017$53,0000.0%900
+100.0%
0.01%0.0%
Q3 2017$53,0000.0%4500.0%0.01%0.0%
Q2 2017$53,000
+1.9%
4500.0%0.01%0.0%
Q1 2017$52,000
-18.8%
450
-18.2%
0.01%
-27.3%
Q4 2016$64,000
-3.0%
5500.0%0.01%
-8.3%
Q3 2016$66,0005500.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Slow Capital, Inc. 545,488$31,736,0005.93%
Towerpoint Wealth, LLC 130,186$7,574,0003.76%
Opes Wealth Management LLC 148,287$8,627,0002.81%
MISSION WEALTH MANAGEMENT, LP 943,386$54,886,0002.54%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0002.02%
Warren Street Wealth Advisors, LLC 39,115$2,276,0001.99%
Omega Financial Group, LLC 77,455$4,506,0001.95%
Aries Wealth Management 77,455$4,506,0001.95%
Boltwood Capital Management 63,963$3,721,0001.44%
Orin Green Financial, LLC 37,140$2,161,0001.41%
View complete list of ISHARES TR shareholders