ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,673,000 | +1.9% | 26,910 | -0.8% | 0.24% | -16.3% |
| Q1 2020 | $1,642,000 | -14.5% | 27,130 | -13.5% | 0.29% | +3.6% |
| Q4 2019 | $1,921,000 | +27.2% | 31,376 | +27.3% | 0.28% | +18.7% |
| Q3 2019 | $1,510,000 | -1.2% | 24,648 | -2.2% | 0.24% | -6.0% |
| Q2 2019 | $1,528,000 | -2.7% | 25,197 | -4.4% | 0.25% | -7.7% |
| Q1 2019 | $1,571,000 | +1.8% | 26,363 | -0.1% | 0.27% | -0.7% |
| Q4 2018 | $1,543,000 | +2.1% | 26,393 | 0.0% | 0.27% | +7.5% |
| Q3 2018 | $1,512,000 | -3.4% | 26,393 | -1.3% | 0.25% | -6.3% |
| Q2 2018 | $1,565,000 | +4.5% | 26,738 | +4.3% | 0.27% | -0.4% |
| Q1 2018 | $1,497,000 | -1.3% | 25,646 | 0.0% | 0.27% | -4.9% |
| Q4 2017 | $1,517,000 | -1.2% | 25,646 | +98.0% | 0.29% | -5.0% |
| Q3 2017 | $1,535,000 | +3.9% | 12,950 | +3.2% | 0.30% | -18.0% |
| Q2 2017 | $1,477,000 | -3.0% | 12,554 | -4.1% | 0.37% | -9.8% |
| Q1 2017 | $1,523,000 | +22.3% | 13,092 | +21.4% | 0.41% | +13.7% |
| Q4 2016 | $1,245,000 | +28.7% | 10,782 | +30.8% | 0.36% | +15.9% |
| Q3 2016 | $967,000 | -19.5% | 8,241 | -16.3% | 0.31% | -20.6% |
| Q2 2016 | $1,201,000 | +18.0% | 9,844 | +15.3% | 0.39% | +15.4% |
| Q1 2016 | $1,018,000 | +4.5% | 8,537 | +3.6% | 0.34% | -1.5% |
| Q4 2015 | $974,000 | +0.7% | 8,241 | 0.0% | 0.34% | +10.7% |
| Q3 2015 | $967,000 | -3.6% | 8,241 | -5.1% | 0.31% | +2.7% |
| Q2 2015 | $1,003,000 | -6.0% | 8,683 | -3.8% | 0.30% | -6.8% |
| Q1 2015 | $1,067,000 | +1.1% | 9,023 | +0.7% | 0.32% | -0.3% |
| Q4 2014 | $1,055,000 | +0.9% | 8,960 | 0.0% | 0.32% | -20.8% |
| Q3 2014 | $1,046,000 | +3.2% | 8,960 | +2.4% | 0.41% | +2.5% |
| Q2 2014 | $1,014,000 | – | 8,746 | – | 0.40% | – |
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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% |