ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 61 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,339 | -3.7% | 12,880 | 0.0% | 0.03% | -6.1% |
| Q2 2023 | $733,516 | -0.8% | 12,880 | 0.0% | 0.03% | -8.3% |
| Q1 2023 | $739,569 | +1.6% | 12,880 | -0.7% | 0.04% | -7.7% |
| Q4 2022 | $728,027 | +3.6% | 12,975 | -0.0% | 0.04% | -4.9% |
| Q3 2022 | $703,000 | +219.5% | 12,980 | +232.8% | 0.04% | +215.4% |
| Q2 2022 | $220,000 | -80.8% | 3,900 | -80.2% | 0.01% | -78.7% |
| Q1 2022 | $1,147,000 | -22.0% | 19,731 | -16.4% | 0.06% | -45.0% |
| Q4 2021 | $1,470,000 | -7.9% | 23,588 | -8.3% | 0.11% | -15.9% |
| Q3 2021 | $1,596,000 | -1.4% | 25,723 | -0.5% | 0.13% | -8.3% |
| Q2 2021 | $1,618,000 | -3.5% | 25,841 | -4.3% | 0.14% | -22.2% |
| Q1 2021 | $1,676,000 | -3.2% | 26,989 | -2.1% | 0.18% | -11.1% |
| Q4 2020 | $1,732,000 | +1.3% | 27,569 | +0.6% | 0.21% | -10.7% |
| Q3 2020 | $1,710,000 | -19.9% | 27,415 | -20.2% | 0.23% | -23.9% |
| Q2 2020 | $2,135,000 | -5.8% | 34,340 | -8.3% | 0.31% | -20.3% |
| Q1 2020 | $2,266,000 | -18.9% | 37,435 | -17.9% | 0.38% | -10.5% |
| Q4 2019 | $2,793,000 | -7.0% | 45,620 | -6.9% | 0.43% | -14.2% |
| Q3 2019 | $3,004,000 | +3.7% | 49,020 | +2.6% | 0.50% | +1.4% |
| Q2 2019 | $2,897,000 | -7.5% | 47,775 | -9.1% | 0.49% | -11.5% |
| Q1 2019 | $3,133,000 | -1.3% | 52,580 | -3.2% | 0.56% | -13.5% |
| Q4 2018 | $3,175,000 | +23.5% | 54,330 | +22.6% | 0.64% | +38.5% |
| Q3 2018 | $2,570,000 | +10.6% | 44,320 | +11.7% | 0.46% | +5.7% |
| Q2 2018 | $2,323,000 | +8.3% | 39,685 | +8.0% | 0.44% | +4.5% |
| Q1 2018 | $2,144,000 | +1.3% | 36,730 | +2.7% | 0.42% | -0.7% |
| Q4 2017 | $2,116,000 | +14.2% | 35,780 | +128.8% | 0.42% | +10.1% |
| Q3 2017 | $1,853,000 | +429.4% | 15,635 | +416.0% | 0.38% | +285.0% |
| Q2 2015 | $350,000 | – | 3,030 | – | 0.10% | – |
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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% |