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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $27,000 | -49.1% | 438 | -50.1% | 0.00% | -66.7% |
| Q1 2020 | $53,000 | -1.9% | 878 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $54,000 | 0.0% | 878 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $54,000 | +1.9% | 878 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $53,000 | +1.9% | 878 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $52,000 | +2.0% | 878 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $51,000 | 0.0% | 878 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $51,000 | 0.0% | 878 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $51,000 | 0.0% | 878 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $51,000 | -1.9% | 878 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $52,000 | +30.0% | 878 | +159.0% | 0.00% | 0.0% |
| Q2 2017 | $40,000 | +2.6% | 339 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $39,000 | 0.0% | 339 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $39,000 | -4.9% | 339 | 0.0% | 0.00% | -25.0% |
| Q3 2016 | $41,000 | 0.0% | 339 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $41,000 | +2.5% | 339 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $40,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $40,000 | 0.0% | 339 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $40,000 | +2.6% | 339 | 0.0% | 0.01% | +20.0% |
| Q2 2015 | $39,000 | -7.1% | 339 | -3.7% | 0.01% | -16.7% |
| Q1 2015 | $42,000 | +2.4% | 352 | 0.0% | 0.01% | -14.3% |
| Q4 2014 | $41,000 | 0.0% | 352 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $41,000 | 0.0% | 352 | 0.0% | 0.01% | -12.5% |
| Q2 2014 | $41,000 | +2.5% | 352 | 0.0% | 0.01% | -11.1% |
| Q1 2014 | $40,000 | +5.3% | 352 | 0.0% | 0.01% | -10.0% |
| Q4 2013 | $38,000 | 0.0% | 352 | 0.0% | 0.01% | -16.7% |
| Q3 2013 | $38,000 | 0.0% | 352 | 0.0% | 0.01% | -14.3% |
| Q2 2013 | $38,000 | – | 352 | – | 0.01% | – |
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% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Omega Financial Group, LLC | 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% |