ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 114 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,878,352 | -0.5% | 50,542 | +0.3% | 0.26% | -8.4% |
| Q1 2023 | $2,894,207 | +2.5% | 50,404 | +0.2% | 0.29% | -5.9% |
| Q4 2022 | $2,822,789 | +3.9% | 50,308 | +0.3% | 0.30% | -4.7% |
| Q3 2022 | $2,718,000 | +11.9% | 50,134 | +16.5% | 0.32% | +19.5% |
| Q2 2022 | $2,430,000 | -2.8% | 43,035 | +0.2% | 0.27% | +9.9% |
| Q1 2022 | $2,499,000 | -6.5% | 42,955 | +0.1% | 0.24% | +2.1% |
| Q4 2021 | $2,674,000 | +5.1% | 42,907 | +5.6% | 0.24% | -8.8% |
| Q3 2021 | $2,544,000 | +3.3% | 40,635 | +3.3% | 0.26% | +2.0% |
| Q2 2021 | $2,463,000 | -3.7% | 39,334 | -4.5% | 0.26% | -32.3% |
| Q1 2021 | $2,558,000 | +61.4% | 41,173 | +63.2% | 0.38% | +50.0% |
| Q4 2020 | $1,585,000 | +0.7% | 25,229 | 0.0% | 0.25% | -11.6% |
| Q3 2020 | $1,574,000 | +0.4% | 25,229 | 0.0% | 0.28% | -8.4% |
| Q2 2020 | $1,568,000 | +2.7% | 25,229 | 0.0% | 0.31% | -14.6% |
| Q1 2020 | $1,527,000 | -1.2% | 25,229 | 0.0% | 0.36% | +19.7% |
| Q4 2019 | $1,545,000 | -0.1% | 25,229 | 0.0% | 0.30% | -4.4% |
| Q3 2019 | $1,546,000 | +1.0% | 25,229 | 0.0% | 0.32% | +2.9% |
| Q2 2019 | $1,530,000 | +1.8% | 25,229 | 0.0% | 0.31% | -0.3% |
| Q1 2019 | $1,503,000 | +1.9% | 25,229 | 0.0% | 0.31% | -8.0% |
| Q4 2018 | $1,475,000 | +0.8% | 25,229 | 0.0% | 0.34% | +13.5% |
| Q3 2018 | $1,463,000 | -0.9% | 25,229 | 0.0% | 0.30% | +1.4% |
| Q2 2018 | $1,477,000 | – | 25,229 | – | 0.29% | – |
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% |