ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,158,000 | -10.1% | 95,127 | -5.9% | 0.22% | -8.3% |
| Q2 2022 | $5,735,000 | -5.3% | 101,136 | -3.0% | 0.24% | +3.9% |
| Q1 2022 | $6,059,000 | -13.1% | 104,257 | -6.9% | 0.23% | -28.7% |
| Q4 2021 | $6,972,000 | -19.8% | 111,952 | -20.1% | 0.33% | -23.1% |
| Q3 2021 | $8,694,000 | +28.3% | 140,051 | +29.3% | 0.42% | +38.4% |
| Q2 2021 | $6,776,000 | +57.6% | 108,341 | +56.3% | 0.31% | +37.1% |
| Q1 2021 | $4,300,000 | +3.3% | 69,318 | +4.6% | 0.22% | +0.9% |
| Q4 2020 | $4,163,000 | +9.0% | 66,265 | +8.1% | 0.22% | -29.7% |
| Q3 2020 | $3,819,000 | +4.7% | 61,299 | +4.2% | 0.32% | -6.0% |
| Q2 2020 | $3,648,000 | +9.2% | 58,819 | +4.4% | 0.34% | +11.3% |
| Q1 2020 | $3,341,000 | -35.4% | 56,366 | -33.3% | 0.30% | -19.0% |
| Q4 2019 | $5,172,000 | +7.6% | 84,460 | +7.5% | 0.37% | +2.2% |
| Q3 2019 | $4,808,000 | +13.7% | 78,588 | +12.4% | 0.36% | +14.8% |
| Q2 2019 | $4,227,000 | +14.6% | 69,890 | +12.5% | 0.32% | +1.9% |
| Q1 2019 | $3,688,000 | +15.8% | 62,148 | +13.9% | 0.31% | +9.9% |
| Q4 2018 | $3,185,000 | +58.7% | 54,562 | +57.0% | 0.28% | +13.1% |
| Q3 2018 | $2,007,000 | – | 34,756 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pure Financial Advisors, LLC | 59,410 | $7,019,000 | 3.04% |
| Parkside Advisors LLC | 32,987 | $3,871,000 | 2.87% |
| NewFocus Financial Group, LLC | 8,708 | $1,029,000 | 0.72% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 6,900 | $815,000 | 0.70% |
| BANK OF STOCKTON | 6,400 | $757,000 | 0.44% |
| MILLIE CAPITAL MANAGEMENT, LLC | 3,320 | $392,000 | 0.41% |
| Winfield Associates, Inc. | 5,013 | $592,000 | 0.40% |
| Garde Capital, Inc. | 8,241 | $974,000 | 0.34% |
| Pictet North America Advisors SA | 11,000 | $1,300,000 | 0.30% |
| FCA CORP /TX | 4,344 | $513,000 | 0.30% |