ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 52 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,059,000 | -6.6% | 18,200 | 0.0% | 0.38% | +1.3% |
| Q4 2021 | $1,134,000 | +12.7% | 18,200 | +12.3% | 0.38% | +1.6% |
| Q3 2021 | $1,006,000 | -0.8% | 16,200 | 0.0% | 0.37% | -0.5% |
| Q2 2021 | $1,014,000 | +15.4% | 16,200 | +14.5% | 0.37% | +3.9% |
| Q1 2021 | $879,000 | +4.8% | 14,150 | +6.0% | 0.36% | +1.4% |
| Q4 2020 | $839,000 | +4.6% | 13,350 | +3.9% | 0.36% | -7.1% |
| Q3 2020 | $802,000 | +16.7% | 12,850 | +16.3% | 0.38% | +8.5% |
| Q2 2020 | $687,000 | +2.7% | 11,050 | 0.0% | 0.35% | -16.8% |
| Q1 2020 | $669,000 | +3.1% | 11,050 | +4.2% | 0.42% | +40.5% |
| Q4 2019 | $649,000 | +8.3% | 10,600 | +8.4% | 0.30% | +2.7% |
| Q3 2019 | $599,000 | +1.0% | 9,775 | 0.0% | 0.29% | -4.6% |
| Q2 2019 | $593,000 | +1.9% | 9,775 | 0.0% | 0.31% | -1.0% |
| Q1 2019 | $582,000 | -15.4% | 9,775 | -17.0% | 0.31% | -26.4% |
| Q4 2018 | $688,000 | +0.7% | 11,775 | 0.0% | 0.42% | +24.9% |
| Q3 2018 | $683,000 | +7.2% | 11,775 | +8.3% | 0.34% | -1.2% |
| Q2 2018 | $637,000 | +0.3% | 10,875 | 0.0% | 0.34% | -0.3% |
| Q1 2018 | $635,000 | -1.4% | 10,875 | 0.0% | 0.34% | +4.9% |
| Q4 2017 | $644,000 | +0.6% | 10,875 | +101.4% | 0.33% | -3.3% |
| Q3 2017 | $640,000 | +0.6% | 5,400 | 0.0% | 0.34% | -4.3% |
| Q2 2017 | $636,000 | -12.5% | 5,400 | -13.6% | 0.35% | -14.8% |
| Q1 2017 | $727,000 | -2.5% | 6,250 | -3.3% | 0.41% | -9.8% |
| Q4 2016 | $746,000 | -4.4% | 6,463 | 0.0% | 0.46% | -6.7% |
| Q3 2016 | $780,000 | +0.4% | 6,463 | +1.6% | 0.49% | -3.2% |
| Q2 2016 | $777,000 | +2.4% | 6,363 | 0.0% | 0.51% | -1.6% |
| Q1 2016 | $759,000 | +28.2% | 6,363 | +26.9% | 0.52% | +29.7% |
| Q4 2015 | $592,000 | +0.7% | 5,013 | 0.0% | 0.40% | -9.6% |
| Q3 2015 | $588,000 | -9.1% | 5,013 | -10.5% | 0.44% | -0.9% |
| Q2 2015 | $647,000 | -2.3% | 5,601 | 0.0% | 0.44% | -4.5% |
| Q1 2015 | $662,000 | +31.3% | 5,601 | +31.0% | 0.46% | +25.1% |
| Q4 2014 | $504,000 | +8.6% | 4,276 | +7.5% | 0.37% | +7.5% |
| Q3 2014 | $464,000 | +20.5% | 3,976 | +19.5% | 0.34% | +23.7% |
| Q2 2014 | $385,000 | +231.9% | 3,326 | +224.2% | 0.28% | +190.6% |
| Q1 2014 | $116,000 | +3.6% | 1,026 | 0.0% | 0.10% | +4.3% |
| Q4 2013 | $112,000 | – | 1,026 | – | 0.09% | – |
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% |