ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 111 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $257,098 | -45.0% | 4,688 | -42.2% | 0.01% | +20.0% |
Q2 2023 | $467,544 | +98.5% | 8,104 | +101.1% | 0.01% | 0.0% |
Q1 2023 | $235,523 | +100122.6% | 4,029 | +0.4% | 0.01% | +66.7% |
Q4 2022 | $235 | -99.9% | 4,014 | +0.7% | 0.01% | 0.0% |
Q3 2022 | $233,000 | +0.4% | 3,986 | +0.5% | 0.01% | -14.3% |
Q2 2022 | $232,000 | 0.0% | 3,968 | 0.0% | 0.01% | +133.3% |
Q1 2022 | $232,000 | – | 3,968 | – | 0.00% | – |
Q2 2021 | $0 | – | 0 | – | 0.00% | – |
Q1 2021 | $0 | – | 0 | – | 0.00% | – |
Q4 2020 | $0 | – | 0 | – | 0.00% | – |
Q3 2020 | $0 | – | 0 | – | 0.00% | – |
Q2 2020 | $0 | – | 0 | – | 0.00% | – |
Q1 2020 | $0 | – | 0 | – | 0.00% | – |
Q4 2019 | $0 | – | 0 | – | 0.00% | – |
Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2019 | $202,000 | -54.5% | 3,372 | -55.7% | 0.03% | +3.7% |
Q4 2018 | $444,000 | -5.3% | 7,609 | -5.9% | 0.03% | +42.1% |
Q3 2018 | $469,000 | +44.8% | 8,084 | +46.1% | 0.02% | +35.7% |
Q2 2018 | $324,000 | -6.9% | 5,534 | -6.0% | 0.01% | -12.5% |
Q1 2018 | $348,000 | 0.0% | 5,890 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $348,000 | -14.3% | 5,890 | +72.1% | 0.02% | 0.0% |
Q3 2017 | $406,000 | -31.9% | 3,423 | -32.4% | 0.02% | -36.0% |
Q2 2017 | $596,000 | -21.8% | 5,064 | -22.7% | 0.02% | -24.2% |
Q1 2017 | $762,000 | +0.9% | 6,550 | +0.2% | 0.03% | -8.3% |
Q4 2016 | $755,000 | +2.6% | 6,538 | +7.3% | 0.04% | -5.3% |
Q3 2016 | $736,000 | +76.5% | 6,095 | +78.5% | 0.04% | +65.2% |
Q2 2016 | $417,000 | +106.4% | 3,415 | +1.3% | 0.02% | -17.9% |
Q1 2016 | $202,000 | -44.8% | 3,372 | +8.7% | 0.03% | +12.0% |
Q4 2015 | $366,000 | – | 3,101 | – | 0.02% | – |
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% |