ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 136 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $17,428,000 | -9.1% | 277,390 | -9.7% | 5.13% | -19.7% |
| Q3 2020 | $19,164,000 | -3.6% | 307,157 | -3.9% | 6.39% | -10.3% |
| Q2 2020 | $19,870,000 | +389.0% | 319,657 | +376.2% | 7.12% | +279.7% |
| Q1 2020 | $4,063,000 | +340.7% | 67,130 | +345.6% | 1.88% | +421.1% |
| Q4 2019 | $922,000 | -1.9% | 15,066 | -1.8% | 0.36% | -12.8% |
| Q3 2019 | $940,000 | +1.1% | 15,343 | 0.0% | 0.41% | -4.2% |
| Q2 2019 | $930,000 | +1.8% | 15,343 | 0.0% | 0.43% | -5.5% |
| Q1 2019 | $914,000 | -54.7% | 15,343 | -55.5% | 0.46% | -61.7% |
| Q4 2018 | $2,016,000 | -61.6% | 34,490 | -24.1% | 1.19% | -66.4% |
| Q4 2016 | $5,248,000 | +410.0% | 45,442 | +421.8% | 3.54% | +394.0% |
| Q4 2015 | $1,029,000 | +908.8% | 8,708 | +902.1% | 0.72% | +817.9% |
| Q3 2015 | $102,000 | – | 869 | – | 0.08% | – |
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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% |