ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 167 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,921 | -3.7% | 7,019 | 0.0% | 0.11% | -4.4% |
| Q2 2023 | $399,732 | -0.8% | 7,019 | 0.0% | 0.11% | -5.8% |
| Q1 2023 | $403,030 | -20.2% | 7,019 | -22.0% | 0.12% | -24.8% |
| Q4 2022 | $504,990 | +3.5% | 9,000 | 0.0% | 0.16% | -13.9% |
| Q3 2022 | $488,000 | -3.9% | 9,000 | 0.0% | 0.19% | +1.1% |
| Q2 2022 | $508,000 | -3.1% | 9,000 | 0.0% | 0.18% | +13.5% |
| Q1 2022 | $524,000 | -6.6% | 9,000 | 0.0% | 0.16% | -0.6% |
| Q4 2021 | $561,000 | +0.4% | 9,000 | 0.0% | 0.16% | -6.3% |
| Q3 2021 | $559,000 | -0.7% | 9,000 | 0.0% | 0.18% | +1.2% |
| Q2 2021 | $563,000 | +0.7% | 9,000 | 0.0% | 0.17% | -7.0% |
| Q1 2021 | $559,000 | -1.1% | 9,000 | 0.0% | 0.19% | -3.6% |
| Q4 2020 | $565,000 | +0.5% | 9,000 | 0.0% | 0.19% | -13.8% |
| Q3 2020 | $562,000 | +0.5% | 9,000 | 0.0% | 0.22% | -2.6% |
| Q2 2020 | $559,000 | +2.6% | 9,000 | 0.0% | 0.23% | -17.3% |
| Q1 2020 | $545,000 | -1.1% | 9,000 | 0.0% | 0.28% | +23.0% |
| Q4 2019 | $551,000 | 0.0% | 9,000 | 0.0% | 0.23% | -7.4% |
| Q3 2019 | $551,000 | +0.9% | 9,000 | 0.0% | 0.24% | -1.6% |
| Q2 2019 | $546,000 | +1.9% | 9,000 | 0.0% | 0.25% | -0.4% |
| Q1 2019 | $536,000 | +1.9% | 9,000 | 0.0% | 0.25% | -9.5% |
| Q4 2018 | $526,000 | +0.8% | 9,000 | 0.0% | 0.28% | +13.6% |
| Q3 2018 | $522,000 | -0.9% | 9,000 | 0.0% | 0.24% | -6.9% |
| Q2 2018 | $527,000 | +0.4% | 9,000 | 0.0% | 0.26% | -0.4% |
| Q1 2018 | $525,000 | -1.3% | 9,000 | 0.0% | 0.26% | -1.9% |
| Q4 2017 | $532,000 | – | 9,000 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |