ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,719 | +9.7% | 7,380 | +13.9% | 0.00% | 0.0% |
| Q2 2023 | $368,865 | -0.8% | 6,477 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $371,909 | -86.8% | 6,477 | -87.1% | 0.00% | -88.2% |
| Q4 2022 | $2,823,455 | +1270.6% | 50,320 | +1416.6% | 0.03% | +1600.0% |
| Q4 2021 | $206,000 | +0.5% | 3,318 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $205,000 | -8.9% | 3,318 | -7.8% | 0.00% | 0.0% |
| Q2 2021 | $225,000 | +0.9% | 3,597 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $223,000 | -31.4% | 3,597 | -30.6% | 0.00% | -42.9% |
| Q4 2020 | $325,000 | – | 5,184 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 386,593 | $24,096,000 | 4.12% |
| Towerpoint Wealth, LLC | 129,344 | $8,062,000 | 3.82% |
| Bradley & Co. Private Wealth Management, LLC | 50,376 | $3,140,000 | 2.52% |
| MISSION WEALTH MANAGEMENT, LP | 878,905 | $54,782,000 | 2.46% |
| SELDON CAPITAL LP | 60,078 | $3,745,000 | 2.41% |
| Opes Wealth Management LLC | 117,909 | $7,349,000 | 2.28% |
| Omega Financial Group, LLC | 67,059 | $4,180,000 | 1.85% |
| Boltwood Capital Management | 73,472 | $4,580,000 | 1.69% |
| Safeguard Investment Advisory Group, LLC | 45,654 | $2,845,000 | 1.66% |
| Orin Green Financial, LLC | 37,496 | $2,253,000 | 1.63% |