Eagle Ridge Investment Management - ISHARES TR ownership

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
Eagle Ridge Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$361,067
-42.5%
6,584
-40.3%
0.04%
-40.9%
Q2 2023$627,988
-0.8%
11,0270.0%0.07%
-7.0%
Q1 2023$633,170
+1.2%
11,027
-1.1%
0.07%
-2.7%
Q4 2022$625,627
+3.4%
11,1500.0%0.07%
-3.9%
Q3 2022$605,000
+43.7%
11,150
+49.5%
0.08%
+49.0%
Q2 2022$421,000
-0.9%
7,457
+2.1%
0.05%
+13.3%
Q1 2022$425,000
-7.0%
7,301
-0.5%
0.04%
-6.2%
Q4 2021$457,000
+0.7%
7,337
+0.3%
0.05%
-5.9%
Q3 2021$454,000
+0.4%
7,317
+1.5%
0.05%
-1.9%
Q2 2021$452,000
+1.3%
7,212
+0.6%
0.05%
-3.7%
Q1 2021$446,000
+34.3%
7,172
+35.7%
0.05%
+28.6%
Q4 2020$332,000
+0.6%
5,2840.0%0.04%
-8.7%
Q3 2020$330,000
+0.6%
5,2840.0%0.05%
-8.0%
Q2 2020$328,000
+2.5%
5,2840.0%0.05%
-10.7%
Q1 2020$320,000
-8.3%
5,284
-7.3%
0.06%
+19.1%
Q4 2019$349,000
+3.6%
5,700
+3.5%
0.05%
-4.1%
Q3 2019$337,000
+0.9%
5,5050.0%0.05%
+2.1%
Q2 2019$334,000
+1.5%
5,505
-0.2%
0.05%0.0%
Q1 2019$329,000
+8.2%
5,514
+5.0%
0.05%
+9.1%
Q3 2018$304,000
+1.7%
5,250
+2.9%
0.04%
-2.2%
Q2 2018$299,000
+1.0%
5,104
+0.6%
0.04%
-2.2%
Q1 2018$296,000
-0.3%
5,074
+1.1%
0.05%0.0%
Q4 2017$297,000
+7.6%
5,020
+115.9%
0.05%0.0%
Q3 2017$276,000
+19.0%
2,325
+18.0%
0.05%
+4.5%
Q2 2017$232,000
+10.0%
1,970
+8.8%
0.04%
+7.3%
Q1 2017$211,000
+1.0%
1,8100.0%0.04%
-4.7%
Q4 2016$209,000
-5.0%
1,810
-0.5%
0.04%
-12.2%
Q3 2016$220,0001,8200.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Orin Green Financial, LLC 316,849$17,376,0009.65%
MYECFO, LLC 192,588$10,553,2577.32%
Manhattan West Asset Management, LLC 436,703$23,647,4677.28%
Brio Consultants, LLC 511,684$28,060,7425.27%
Slow Capital, Inc. 451,533$24,762,0534.55%
Opes Wealth Management LLC 278,281$15,260,9304.23%
Creative Capital Management Investments LLC 70,180$3,848,6712.64%
Certus Wealth Management, LLC 50,049$2,744,6872.62%
Rinkey Investments 93,864$5,147,5022.36%
Warren Street Wealth Advisors, LLC 56,375$3,091,6052.04%
View complete list of ISHARES TR shareholders