ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,292,783 | -9.1% | 132,983 | -5.7% | 0.03% | -12.5% |
| Q2 2023 | $8,027,160 | -4.3% | 140,951 | -3.5% | 0.03% | -13.5% |
| Q1 2023 | $8,386,406 | -9.3% | 146,054 | -11.4% | 0.04% | -21.3% |
| Q4 2022 | $9,251,408 | +513.1% | 164,880 | +492.5% | 0.05% | +422.2% |
| Q3 2022 | $1,509,000 | -28.6% | 27,827 | -25.6% | 0.01% | -35.7% |
| Q2 2022 | $2,112,000 | -63.6% | 37,411 | -62.5% | 0.01% | -63.2% |
| Q1 2022 | $5,801,000 | +20.2% | 99,716 | +28.8% | 0.04% | +15.2% |
| Q4 2021 | $4,827,000 | +807.3% | 77,435 | +803.6% | 0.03% | +725.0% |
| Q3 2021 | $532,000 | +7.5% | 8,570 | +8.3% | 0.00% | -20.0% |
| Q2 2021 | $495,000 | +0.8% | 7,913 | +0.0% | 0.01% | 0.0% |
| Q1 2021 | $491,000 | -1.2% | 7,912 | 0.0% | 0.01% | -28.6% |
| Q4 2020 | $497,000 | -4.8% | 7,912 | -5.5% | 0.01% | -22.2% |
| Q3 2020 | $522,000 | +0.8% | 8,371 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $518,000 | +5.1% | 8,348 | +0.5% | 0.01% | -18.2% |
| Q1 2020 | $493,000 | -2.4% | 8,305 | +0.8% | 0.01% | +37.5% |
| Q4 2019 | $505,000 | +1583.3% | 8,243 | +1582.2% | 0.01% | +700.0% |
| Q3 2019 | $30,000 | 0.0% | 490 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $30,000 | +3.4% | 488 | +0.6% | 0.00% | 0.0% |
| Q1 2019 | $29,000 | – | 485 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |