ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,455,548 | +188.3% | 99,481 | +199.4% | 0.03% | +285.7% |
| Q2 2023 | $1,892,336 | +41.9% | 33,228 | +43.1% | 0.01% | +133.3% |
| Q1 2023 | $1,333,178 | -25.8% | 23,218 | -27.5% | 0.00% | -75.0% |
| Q4 2022 | $1,796,137 | +264.3% | 32,011 | +252.3% | 0.01% | +100.0% |
| Q3 2022 | $493,000 | -3.9% | 9,087 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $513,000 | +150.2% | 9,087 | +157.9% | 0.01% | +100.0% |
| Q1 2022 | $205,000 | -74.4% | 3,524 | -72.6% | 0.00% | -75.0% |
| Q4 2021 | $800,000 | -30.9% | 12,841 | -31.1% | 0.01% | -52.0% |
| Q3 2021 | $1,157,000 | +6.3% | 18,631 | +7.2% | 0.02% | +4.2% |
| Q2 2021 | $1,088,000 | -5.7% | 17,380 | -6.5% | 0.02% | -11.1% |
| Q1 2021 | $1,154,000 | -6.4% | 18,582 | -5.3% | 0.03% | -32.5% |
| Q4 2020 | $1,233,000 | – | 19,631 | – | 0.04% | – |
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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% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 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% |