Willow Creek Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Willow Creek Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$358,000
-6.8%
6,1580.0%0.07%
-8.9%
Q4 2021$384,000
+0.5%
6,1580.0%0.08%
-7.1%
Q3 2021$382,000
-1.0%
6,1580.0%0.08%
-7.6%
Q2 2021$386,000
+7.8%
6,158
+6.9%
0.09%
-30.3%
Q1 2021$358,000
-1.1%
5,7580.0%0.13%
-2.9%
Q4 2020$362,0005,7580.14%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Leisure Capital Management 448,426$25,318,00013.14%
Orin Green Financial, LLC 264,357$14,974,0009.36%
Slow Capital, Inc. 468,969$26,478,0006.43%
Manhattan West Asset Management, LLC 95,946$5,417,0003.27%
Financial Connections Group, Inc. 63,981$3,612,0003.18%
Warren Street Wealth Advisors, LLC 58,215$3,287,0003.18%
Navalign, LLC 94,639$5,343,0002.33%
Waypoint Wealth Partners Inc. 95,315$5,381,0002.06%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0001.82%
Caerus Investment Advisors, LLC 26,264$1,483,0001.80%
View complete list of ISHARES TR shareholders