ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $8,327,000 | -6.2% | 133,456 | -6.6% | 3.66% | -11.3% |
| Q2 2020 | $8,880,000 | +4.4% | 142,859 | +1.6% | 4.13% | -10.6% |
| Q1 2020 | $8,508,000 | +23.5% | 140,575 | +25.0% | 4.62% | +50.0% |
| Q4 2019 | $6,887,000 | +36.9% | 112,476 | +37.0% | 3.08% | +16.3% |
| Q3 2019 | $5,030,000 | +37.7% | 82,081 | +36.3% | 2.65% | +31.3% |
| Q2 2019 | $3,652,000 | +4.4% | 60,225 | +2.6% | 2.02% | +1.5% |
| Q1 2019 | $3,498,000 | -1.5% | 58,693 | -3.4% | 1.99% | -8.5% |
| Q4 2018 | $3,552,000 | +1.0% | 60,776 | +0.2% | 2.17% | -7.6% |
| Q3 2018 | $3,517,000 | -0.5% | 60,654 | +0.5% | 2.35% | -6.0% |
| Q2 2018 | $3,533,000 | -3.3% | 60,350 | -3.6% | 2.50% | -4.0% |
| Q1 2018 | $3,655,000 | -1.4% | 62,616 | -0.1% | 2.60% | -0.2% |
| Q4 2017 | $3,707,000 | +0.4% | 62,664 | +101.2% | 2.61% | -0.3% |
| Q3 2017 | $3,691,000 | -1.8% | 31,144 | -2.4% | 2.62% | -2.2% |
| Q2 2017 | $3,757,000 | +0.5% | 31,925 | -0.7% | 2.68% | -1.3% |
| Q1 2017 | $3,740,000 | +0.5% | 32,154 | -0.2% | 2.71% | -3.5% |
| Q4 2016 | $3,720,000 | -3.5% | 32,211 | +0.9% | 2.81% | -1.3% |
| Q3 2016 | $3,853,000 | -0.2% | 31,925 | +0.9% | 2.84% | +4.1% |
| Q2 2016 | $3,862,000 | -0.7% | 31,645 | -2.9% | 2.73% | +0.4% |
| Q1 2016 | $3,889,000 | +0.5% | 32,596 | -1.2% | 2.72% | -5.3% |
| Q4 2015 | $3,871,000 | -0.4% | 32,987 | -0.4% | 2.87% | -0.2% |
| Q3 2015 | $3,886,000 | -2.9% | 33,111 | -4.5% | 2.88% | +5.1% |
| Q2 2015 | $4,004,000 | +1.7% | 34,658 | +4.1% | 2.74% | +0.9% |
| Q1 2015 | $3,936,000 | +4.1% | 33,283 | +3.7% | 2.72% | -0.5% |
| Q4 2014 | $3,780,000 | +1.8% | 32,098 | +0.9% | 2.73% | +0.3% |
| Q3 2014 | $3,714,000 | +2.9% | 31,825 | +2.2% | 2.72% | +5.8% |
| Q2 2014 | $3,608,000 | +11.3% | 31,127 | +8.7% | 2.57% | +3.4% |
| Q1 2014 | $3,243,000 | +16.7% | 28,645 | +12.2% | 2.49% | +9.6% |
| Q4 2013 | $2,778,000 | – | 25,535 | – | 2.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 316,849 | $17,376,000 | 9.65% |
| MYECFO, LLC | 192,588 | $10,553,257 | 7.32% |
| Manhattan West Asset Management, LLC | 436,703 | $23,647,467 | 7.28% |
| Brio Consultants, LLC | 511,684 | $28,060,742 | 5.27% |
| Slow Capital, Inc. | 451,533 | $24,762,053 | 4.55% |
| Opes Wealth Management LLC | 278,281 | $15,260,930 | 4.23% |
| Creative Capital Management Investments LLC | 70,180 | $3,848,671 | 2.64% |
| Certus Wealth Management, LLC | 50,049 | $2,744,687 | 2.62% |
| Rinkey Investments | 93,864 | $5,147,502 | 2.36% |
| Warren Street Wealth Advisors, LLC | 56,375 | $3,091,605 | 2.04% |