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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $666 | +15.0% | 12,141 | +19.4% | 0.00% | 0.0% |
| Q2 2023 | $579 | -21.9% | 10,166 | -21.3% | 0.00% | -25.0% |
| Q1 2023 | $741 | +37.5% | 12,910 | +34.3% | 0.00% | +33.3% |
| Q4 2022 | $539 | -99.9% | 9,610 | -4.9% | 0.00% | 0.0% |
| Q3 2022 | $548,000 | -11.6% | 10,107 | -7.9% | 0.00% | 0.0% |
| Q2 2022 | $620,000 | -33.3% | 10,974 | -31.3% | 0.00% | -25.0% |
| Q1 2022 | $929,000 | -11.6% | 15,974 | -5.3% | 0.00% | -20.0% |
| Q4 2021 | $1,051,000 | -27.0% | 16,868 | -27.3% | 0.01% | -28.6% |
| Q3 2021 | $1,440,000 | -23.5% | 23,203 | -22.8% | 0.01% | -22.2% |
| Q2 2021 | $1,882,000 | +20.8% | 30,061 | +19.8% | 0.01% | +12.5% |
| Q1 2021 | $1,558,000 | -13.2% | 25,088 | -12.1% | 0.01% | -20.0% |
| Q4 2020 | $1,794,000 | -7.0% | 28,547 | -7.6% | 0.01% | -23.1% |
| Q3 2020 | $1,928,000 | +1.0% | 30,905 | +0.6% | 0.01% | -7.1% |
| Q2 2020 | $1,909,000 | +2.2% | 30,711 | -0.5% | 0.01% | -22.2% |
| Q1 2020 | $1,868,000 | -9.9% | 30,860 | -8.8% | 0.02% | +12.5% |
| Q4 2019 | $2,073,000 | -8.4% | 33,852 | -8.4% | 0.02% | -20.0% |
| Q3 2019 | $2,264,000 | +3.3% | 36,953 | +2.2% | 0.02% | 0.0% |
| Q2 2019 | $2,192,000 | -2.0% | 36,140 | -3.7% | 0.02% | -4.8% |
| Q1 2019 | $2,237,000 | +3.4% | 37,541 | +1.4% | 0.02% | -12.5% |
| Q4 2018 | $2,164,000 | +3.0% | 37,026 | +2.3% | 0.02% | +20.0% |
| Q3 2018 | $2,100,000 | -3.9% | 36,211 | -3.0% | 0.02% | -13.0% |
| Q2 2018 | $2,186,000 | +13.4% | 37,343 | +13.1% | 0.02% | +4.5% |
| Q1 2018 | $1,928,000 | -1.0% | 33,026 | +0.3% | 0.02% | -4.3% |
| Q4 2017 | $1,947,000 | -3.6% | 32,914 | +93.2% | 0.02% | -14.8% |
| Q3 2017 | $2,019,000 | +2.1% | 17,035 | +1.3% | 0.03% | -6.9% |
| Q2 2017 | $1,978,000 | +4.2% | 16,809 | +3.0% | 0.03% | -9.4% |
| Q1 2017 | $1,898,000 | +4.5% | 16,316 | +3.7% | 0.03% | -5.9% |
| Q4 2016 | $1,817,000 | +1.3% | 15,737 | +5.9% | 0.03% | +3.0% |
| Q3 2016 | $1,793,000 | +44.6% | 14,856 | +46.2% | 0.03% | +26.9% |
| Q2 2016 | $1,240,000 | -24.4% | 10,158 | -26.1% | 0.03% | -29.7% |
| Q1 2016 | $1,640,000 | +9.3% | 13,746 | +8.3% | 0.04% | +2.8% |
| Q4 2015 | $1,500,000 | +48.4% | 12,698 | +47.4% | 0.04% | +24.1% |
| Q3 2015 | $1,011,000 | -17.2% | 8,613 | -18.5% | 0.03% | -14.7% |
| Q2 2015 | $1,221,000 | +34.2% | 10,565 | +37.4% | 0.03% | +30.8% |
| Q1 2015 | $910,000 | -4.8% | 7,692 | -5.2% | 0.03% | -13.3% |
| Q4 2014 | $956,000 | +1.7% | 8,118 | +0.8% | 0.03% | +7.1% |
| Q3 2014 | $940,000 | +0.8% | 8,053 | 0.0% | 0.03% | -15.2% |
| Q2 2014 | $933,000 | +3.0% | 8,053 | +0.7% | 0.03% | -2.9% |
| Q1 2014 | $906,000 | +169.6% | 7,999 | +158.9% | 0.03% | +142.9% |
| Q4 2013 | $336,000 | -2.9% | 3,090 | -2.7% | 0.01% | -6.7% |
| Q3 2013 | $346,000 | +0.9% | 3,175 | 0.0% | 0.02% | -11.8% |
| Q2 2013 | $343,000 | – | 3,175 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leisure Capital Management | 448,426 | $25,318,000 | 13.14% |
| Orin Green Financial, LLC | 264,357 | $14,974,000 | 9.36% |
| Slow Capital, Inc. | 468,969 | $26,478,000 | 6.43% |
| Manhattan West Asset Management, LLC | 95,946 | $5,417,000 | 3.27% |
| Financial Connections Group, Inc. | 63,981 | $3,612,000 | 3.18% |
| Warren Street Wealth Advisors, LLC | 58,215 | $3,287,000 | 3.18% |
| Navalign, LLC | 94,639 | $5,343,000 | 2.33% |
| Waypoint Wealth Partners Inc. | 95,315 | $5,381,000 | 2.06% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 1.82% |
| Caerus Investment Advisors, LLC | 26,264 | $1,483,000 | 1.80% |