ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,644 | -3.2% | 6,595 | +0.5% | 0.05% | -3.9% |
| Q2 2023 | $373,645 | -0.3% | 6,560 | +0.5% | 0.05% | -7.3% |
| Q1 2023 | $374,937 | +2.7% | 6,530 | +0.3% | 0.06% | -5.2% |
| Q4 2022 | $365,160 | +4.0% | 6,508 | +0.6% | 0.06% | 0.0% |
| Q3 2022 | $351,000 | -3.6% | 6,468 | +0.4% | 0.06% | +1.8% |
| Q2 2022 | $364,000 | +674.5% | 6,442 | +687.5% | 0.06% | +850.0% |
| Q1 2022 | $47,000 | -79.9% | 818 | -78.2% | 0.01% | -78.6% |
| Q4 2021 | $234,000 | +0.9% | 3,758 | +0.4% | 0.03% | -12.5% |
| Q3 2021 | $232,000 | -0.9% | 3,743 | +0.3% | 0.03% | 0.0% |
| Q2 2021 | $234,000 | +254.5% | 3,732 | +252.7% | 0.03% | +220.0% |
| Q1 2021 | $66,000 | -8.3% | 1,058 | -8.0% | 0.01% | -16.7% |
| Q4 2020 | $72,000 | +9.1% | 1,150 | +8.7% | 0.01% | 0.0% |
| Q3 2020 | $66,000 | -69.6% | 1,058 | -69.7% | 0.01% | -73.9% |
| Q2 2020 | $217,000 | +2.8% | 3,490 | +0.1% | 0.05% | -17.9% |
| Q1 2020 | $211,000 | +19.9% | 3,487 | +21.2% | 0.06% | +40.0% |
| Q4 2019 | $176,000 | +10.7% | 2,876 | +10.7% | 0.04% | +2.6% |
| Q3 2019 | $159,000 | +1.3% | 2,598 | +0.1% | 0.04% | -7.1% |
| Q2 2019 | $157,000 | -11.3% | 2,595 | -12.7% | 0.04% | -12.5% |
| Q1 2019 | $177,000 | +1.7% | 2,973 | +0.1% | 0.05% | -11.1% |
| Q4 2018 | $174,000 | +216.4% | 2,970 | +554.2% | 0.05% | +92.9% |
| Q3 2016 | $55,000 | 0.0% | 454 | 0.0% | 0.03% | -6.7% |
| Q2 2016 | $55,000 | +61.8% | 454 | +57.6% | 0.03% | +50.0% |
| Q1 2016 | $34,000 | 0.0% | 288 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $34,000 | – | 288 | – | 0.02% | – |
Download | ||||||
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% |