ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 114 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,157,254 | -22.0% | 7,406,223 | -19.0% | 0.64% | -20.6% |
| Q2 2023 | $520,712,974 | +0.8% | 9,143,336 | +1.7% | 0.81% | -1.9% |
| Q1 2023 | $516,384,674 | +43.9% | 8,993,115 | +40.6% | 0.82% | +36.0% |
| Q4 2022 | $358,901,255 | +22.7% | 6,396,387 | +18.6% | 0.60% | +13.1% |
| Q3 2022 | $292,406,000 | -23.3% | 5,392,953 | -20.1% | 0.54% | -19.3% |
| Q2 2022 | $381,168,000 | +50.6% | 6,751,120 | +55.2% | 0.66% | +64.9% |
| Q1 2022 | $253,017,000 | -32.6% | 4,348,866 | -27.7% | 0.40% | -31.6% |
| Q4 2021 | $375,173,000 | +2.1% | 6,019,147 | +1.7% | 0.59% | -4.2% |
| Q3 2021 | $367,468,000 | +2.5% | 5,919,749 | +3.4% | 0.61% | 0.0% |
| Q2 2021 | $358,458,000 | +34.1% | 5,724,332 | +33.0% | 0.61% | +22.1% |
| Q1 2021 | $267,380,000 | +9.4% | 4,304,249 | +10.7% | 0.50% | -0.8% |
| Q4 2020 | $244,372,000 | +14.6% | 3,889,412 | +13.8% | 0.51% | 0.0% |
| Q3 2020 | $213,179,000 | +8.1% | 3,416,781 | +7.7% | 0.51% | +2.0% |
| Q2 2020 | $197,147,000 | +84.7% | 3,171,599 | +79.8% | 0.50% | +64.0% |
| Q1 2020 | $106,727,000 | -52.5% | 1,763,492 | -51.9% | 0.30% | -5.0% |
| Q4 2019 | $224,710,000 | +16.2% | 3,669,926 | +16.3% | 0.32% | +7.4% |
| Q3 2019 | $193,374,000 | +11.6% | 3,155,587 | +10.4% | 0.30% | +7.6% |
| Q2 2019 | $173,257,000 | +19.9% | 2,857,133 | +17.8% | 0.28% | +13.1% |
| Q1 2019 | $144,499,000 | +18.4% | 2,424,887 | +16.1% | 0.24% | +5.6% |
| Q4 2018 | $122,026,000 | -40.7% | 2,087,882 | -41.2% | 0.23% | -35.1% |
| Q3 2018 | $205,843,000 | +19.0% | 3,549,632 | +20.1% | 0.36% | +12.3% |
| Q2 2018 | $172,990,000 | +253.4% | 2,955,074 | +252.4% | 0.32% | +99.4% |
| Q1 2018 | $48,952,000 | +62.5% | 838,639 | +64.6% | 0.16% | +47.2% |
| Q4 2017 | $30,129,000 | +4.4% | 509,366 | +109.2% | 0.11% | -9.2% |
| Q3 2017 | $28,854,000 | -2.0% | 243,474 | -2.7% | 0.12% | -15.6% |
| Q2 2017 | $29,443,000 | -2.1% | 250,174 | -3.2% | 0.14% | -16.6% |
| Q1 2017 | $30,064,000 | -1.3% | 258,486 | -2.0% | 0.17% | -19.9% |
| Q4 2016 | $30,447,000 | +887.6% | 263,660 | +932.3% | 0.21% | +779.2% |
| Q3 2016 | $3,083,000 | +161.9% | 25,541 | +164.9% | 0.02% | +118.2% |
| Q2 2016 | $1,177,000 | -12.0% | 9,642 | -14.0% | 0.01% | -21.4% |
| Q1 2016 | $1,337,000 | -6.3% | 11,207 | -7.2% | 0.01% | -17.6% |
| Q4 2015 | $1,427,000 | -6.5% | 12,077 | -7.1% | 0.02% | -22.7% |
| Q3 2015 | $1,526,000 | -4.9% | 13,003 | -6.3% | 0.02% | -12.0% |
| Q2 2015 | $1,604,000 | – | 13,882 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 386,593 | $24,096,000 | 4.12% |
| Towerpoint Wealth, LLC | 129,344 | $8,062,000 | 3.82% |
| Bradley & Co. Private Wealth Management, LLC | 50,376 | $3,140,000 | 2.52% |
| MISSION WEALTH MANAGEMENT, LP | 878,905 | $54,782,000 | 2.46% |
| SELDON CAPITAL LP | 60,078 | $3,745,000 | 2.41% |
| Opes Wealth Management LLC | 117,909 | $7,349,000 | 2.28% |
| Omega Financial Group, LLC | 67,059 | $4,180,000 | 1.85% |
| Boltwood Capital Management | 73,472 | $4,580,000 | 1.69% |
| Safeguard Investment Advisory Group, LLC | 45,654 | $2,845,000 | 1.66% |
| Orin Green Financial, LLC | 37,496 | $2,253,000 | 1.63% |