ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 176 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,259,000 | -33.0% | 56,017 | -28.3% | 0.47% | -22.3% |
| Q4 2021 | $4,866,000 | +18.5% | 78,076 | +18.1% | 0.61% | +5.4% |
| Q3 2021 | $4,105,000 | +3.2% | 66,123 | +4.1% | 0.58% | -1.7% |
| Q2 2021 | $3,977,000 | +5.5% | 63,515 | +4.7% | 0.59% | -13.6% |
| Q1 2021 | $3,770,000 | +9.1% | 60,691 | +10.3% | 0.68% | -4.2% |
| Q4 2020 | $3,456,000 | +13.3% | 55,013 | +12.5% | 0.71% | -4.6% |
| Q3 2020 | $3,050,000 | -18.6% | 48,886 | -18.9% | 0.75% | -28.1% |
| Q2 2020 | $3,745,000 | +7.8% | 60,242 | +4.9% | 1.04% | -8.9% |
| Q1 2020 | $3,475,000 | -11.8% | 57,422 | -10.8% | 1.14% | +9.7% |
| Q4 2019 | $3,941,000 | +21.3% | 64,359 | +21.4% | 1.04% | +9.8% |
| Q3 2019 | $3,248,000 | +1.5% | 53,009 | +0.5% | 0.95% | -6.7% |
| Q2 2019 | $3,199,000 | +6.3% | 52,754 | +4.5% | 1.01% | -5.1% |
| Q1 2019 | $3,009,000 | +5.0% | 50,499 | +3.0% | 1.07% | -21.8% |
| Q4 2018 | $2,865,000 | +8.9% | 49,023 | +8.1% | 1.37% | +51.0% |
| Q3 2018 | $2,630,000 | +13.4% | 45,361 | +14.5% | 0.90% | -0.9% |
| Q2 2018 | $2,320,000 | – | 39,623 | – | 0.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |