ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $647,000 | +1.4% | 10,358 | +0.9% | 0.20% | -14.9% |
| Q2 2020 | $638,000 | +7.0% | 10,262 | +4.3% | 0.24% | -10.1% |
| Q1 2020 | $596,000 | +21.4% | 9,842 | +22.7% | 0.27% | +48.9% |
| Q4 2019 | $491,000 | -22.2% | 8,022 | -22.1% | 0.18% | -20.4% |
| Q3 2019 | $631,000 | +34.3% | 10,299 | +33.0% | 0.23% | +21.5% |
| Q2 2019 | $470,000 | -11.2% | 7,745 | -12.8% | 0.19% | -15.1% |
| Q1 2019 | $529,000 | -5.2% | 8,879 | -6.9% | 0.22% | -18.6% |
| Q4 2018 | $558,000 | +18.0% | 9,538 | +16.9% | 0.27% | +43.1% |
| Q3 2018 | $473,000 | +103.0% | 8,160 | +105.3% | 0.19% | +74.1% |
| Q2 2018 | $233,000 | -25.8% | 3,974 | -26.1% | 0.11% | -28.0% |
| Q1 2018 | $314,000 | +34.2% | 5,380 | +36.2% | 0.15% | +31.6% |
| Q4 2017 | $234,000 | +0.4% | 3,950 | +101.0% | 0.11% | 0.0% |
| Q3 2017 | $233,000 | +1.3% | 1,965 | +0.4% | 0.11% | +9.6% |
| Q2 2017 | $230,000 | +1.3% | 1,958 | +0.4% | 0.10% | +2.0% |
| Q1 2017 | $227,000 | -27.0% | 1,951 | -27.4% | 0.10% | -29.2% |
| Q4 2016 | $311,000 | -3.7% | 2,689 | +0.3% | 0.14% | -5.9% |
| Q3 2016 | $323,000 | -14.3% | 2,680 | -13.4% | 0.15% | -18.2% |
| Q2 2016 | $377,000 | +42.3% | 3,093 | +39.1% | 0.19% | +34.5% |
| Q1 2016 | $265,000 | +10.4% | 2,223 | +9.3% | 0.14% | +4.5% |
| Q4 2015 | $240,000 | +2.6% | 2,033 | +2.2% | 0.13% | 0.0% |
| Q3 2015 | $234,000 | -23.3% | 1,990 | -24.6% | 0.13% | -12.5% |
| Q2 2015 | $305,000 | +29.2% | 2,640 | +32.3% | 0.15% | +24.6% |
| Q1 2015 | $236,000 | +0.4% | 1,995 | 0.0% | 0.12% | +7.0% |
| Q4 2014 | $235,000 | +0.9% | 1,995 | 0.0% | 0.11% | -5.8% |
| Q3 2014 | $233,000 | +5.4% | 1,995 | +4.5% | 0.12% | +22.2% |
| Q2 2014 | $221,000 | +33.9% | 1,910 | +31.6% | 0.10% | +33.8% |
| Q1 2014 | $165,000 | -14.1% | 1,451 | -17.8% | 0.07% | -16.9% |
| Q4 2013 | $192,000 | 0.0% | 1,766 | +0.1% | 0.09% | -9.2% |
| Q3 2013 | $192,000 | +0.5% | 1,765 | 0.0% | 0.10% | +12.6% |
| Q2 2013 | $191,000 | – | 1,765 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 316,849 | $17,376,000 | 9.65% |
| MYECFO, LLC | 192,588 | $10,553,257 | 7.32% |
| Manhattan West Asset Management, LLC | 436,703 | $23,647,467 | 7.28% |
| Brio Consultants, LLC | 511,684 | $28,060,742 | 5.27% |
| Slow Capital, Inc. | 451,533 | $24,762,053 | 4.55% |
| Opes Wealth Management LLC | 278,281 | $15,260,930 | 4.23% |
| Creative Capital Management Investments LLC | 70,180 | $3,848,671 | 2.64% |
| Certus Wealth Management, LLC | 50,049 | $2,744,687 | 2.62% |
| Rinkey Investments | 93,864 | $5,147,502 | 2.36% |
| Warren Street Wealth Advisors, LLC | 56,375 | $3,091,605 | 2.04% |