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 | $3,304,000 | +2.9% | 60,296 | +6.9% | 0.01% | 0.0% |
| Q2 2023 | $3,212,000 | +34.7% | 56,386 | +35.6% | 0.01% | +20.0% |
| Q1 2023 | $2,385,000 | +2.5% | 41,569 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $2,326,000 | +140.8% | 41,447 | +131.9% | 0.01% | +66.7% |
| Q3 2022 | $966,000 | +36.1% | 17,869 | +41.9% | 0.00% | +50.0% |
| Q2 2022 | $710,000 | -40.1% | 12,589 | -38.2% | 0.00% | -33.3% |
| Q1 2022 | $1,185,000 | +14.7% | 20,356 | +23.0% | 0.00% | +50.0% |
| Q4 2021 | $1,033,000 | +10.8% | 16,546 | +10.2% | 0.00% | 0.0% |
| Q3 2021 | $932,000 | -6.3% | 15,017 | -5.2% | 0.00% | -33.3% |
| Q2 2021 | $995,000 | -8.8% | 15,842 | -9.8% | 0.00% | 0.0% |
| Q1 2021 | $1,091,000 | -10.6% | 17,561 | -9.5% | 0.00% | -40.0% |
| Q4 2020 | $1,221,000 | +23.7% | 19,413 | +22.9% | 0.01% | 0.0% |
| Q3 2020 | $987,000 | -5.6% | 15,793 | -5.8% | 0.01% | -16.7% |
| Q2 2020 | $1,045,000 | +47.0% | 16,762 | +42.5% | 0.01% | +20.0% |
| Q1 2020 | $711,000 | +10.1% | 11,766 | +11.4% | 0.01% | +25.0% |
| Q4 2019 | $646,000 | +3.5% | 10,565 | +3.8% | 0.00% | +33.3% |
| Q3 2019 | $624,000 | -12.4% | 10,179 | -13.7% | 0.00% | -25.0% |
| Q2 2019 | $712,000 | +18.1% | 11,794 | +16.8% | 0.00% | 0.0% |
| Q1 2019 | $603,000 | +17.8% | 10,096 | +15.3% | 0.00% | 0.0% |
| Q4 2018 | $512,000 | -1.7% | 8,754 | -3.0% | 0.00% | 0.0% |
| Q3 2018 | $521,000 | -12.4% | 9,026 | -10.9% | 0.00% | -20.0% |
| Q2 2018 | $595,000 | -6.6% | 10,133 | -6.7% | 0.01% | 0.0% |
| Q1 2018 | $637,000 | -10.4% | 10,861 | -9.7% | 0.01% | -16.7% |
| Q4 2017 | $711,000 | +4.9% | 12,027 | +110.3% | 0.01% | 0.0% |
| Q3 2017 | $678,000 | +1.5% | 5,719 | +1.1% | 0.01% | 0.0% |
| Q2 2017 | $668,000 | +11.3% | 5,656 | +9.6% | 0.01% | 0.0% |
| Q1 2017 | $600,000 | +66.7% | 5,159 | +65.4% | 0.01% | +50.0% |
| Q4 2016 | $360,000 | -35.0% | 3,120 | -31.9% | 0.00% | -33.3% |
| Q3 2016 | $554,000 | +75.9% | 4,584 | +77.9% | 0.01% | +50.0% |
| Q2 2016 | $315,000 | -4.0% | 2,577 | -6.1% | 0.00% | +300.0% |
| Q1 2016 | $328,000 | +1.2% | 2,743 | 0.0% | 0.00% | -75.0% |
| Q4 2015 | $324,000 | +8.7% | 2,743 | +7.6% | 0.00% | 0.0% |
| Q3 2015 | $298,000 | +0.7% | 2,550 | -0.5% | 0.00% | -20.0% |
| Q2 2015 | $296,000 | – | 2,562 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |