ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q2 2023 | $6 | 0.0% | 110 | +0.9% | 0.00% | – |
| Q1 2023 | $6 | 0.0% | 109 | 0.0% | 0.00% | – |
| Q4 2022 | $6 | -99.9% | 109 | +0.9% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 108 | +0.9% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 107 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 107 | +0.9% | 0.00% | – |
| Q3 2021 | $7,000 | -87.5% | 106 | -88.2% | 0.00% | -100.0% |
| Q2 2021 | $56,000 | 0.0% | 901 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | 0.0% | 897 | +0.2% | 0.00% | -20.0% |
| Q4 2020 | $56,000 | +115.4% | 895 | +115.1% | 0.01% | +150.0% |
| Q3 2020 | $26,000 | 0.0% | 416 | +0.2% | 0.00% | -33.3% |
| Q2 2020 | $26,000 | +333.3% | 415 | +302.9% | 0.00% | +200.0% |
| Q1 2020 | $6,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 103 | +1.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | – | 102 | – | 0.00% | – |
Download | ||||||
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% |