ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 110 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,018,311 | -0.0% | 200,918 | +3.8% | 0.02% | 0.0% |
| Q2 2023 | $11,022,287 | +7.2% | 193,543 | +8.1% | 0.02% | 0.0% |
| Q1 2023 | $10,280,476 | +21.4% | 179,040 | +18.7% | 0.02% | +15.4% |
| Q4 2022 | $8,466,200 | +51.9% | 150,886 | +46.8% | 0.01% | +30.0% |
| Q3 2022 | $5,574,000 | +17.2% | 102,804 | +22.0% | 0.01% | +25.0% |
| Q2 2022 | $4,758,000 | +191.7% | 84,280 | +200.8% | 0.01% | +166.7% |
| Q1 2022 | $1,631,000 | +379.7% | 28,022 | +414.2% | 0.00% | +200.0% |
| Q4 2021 | $340,000 | -67.4% | 5,450 | -67.6% | 0.00% | -50.0% |
| Q3 2021 | $1,044,000 | +79.4% | 16,825 | +81.1% | 0.00% | +100.0% |
| Q2 2021 | $582,000 | +10.2% | 9,293 | +9.4% | 0.00% | 0.0% |
| Q1 2021 | $528,000 | -46.1% | 8,494 | -45.5% | 0.00% | -50.0% |
| Q4 2020 | $980,000 | +257.7% | 15,592 | +244.3% | 0.00% | +100.0% |
| Q1 2020 | $274,000 | +36.3% | 4,529 | +33.2% | 0.00% | 0.0% |
| Q4 2017 | $201,000 | +294.1% | 3,399 | +690.5% | 0.00% | – |
| Q2 2017 | $51,000 | +5000.0% | 430 | +5275.0% | 0.00% | – |
| Q3 2016 | $1,000 | -97.2% | 8 | -97.6% | 0.00% | -100.0% |
| Q2 2013 | $36,000 | – | 333 | – | 0.00% | – |
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% |