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 2023 | $458,518 | +4.2% | 7,985 | +1.8% | 0.05% | +17.9% |
| Q4 2022 | $440,223 | +4.6% | 7,845 | +1.1% | 0.04% | -2.5% |
| Q3 2022 | $421,000 | -4.8% | 7,757 | -0.7% | 0.04% | -2.4% |
| Q2 2022 | $442,000 | -9.1% | 7,809 | -6.5% | 0.04% | +10.8% |
| Q1 2022 | $486,000 | -6.0% | 8,353 | +0.7% | 0.04% | -9.8% |
| Q4 2021 | $517,000 | -31.6% | 8,293 | -31.9% | 0.04% | -40.6% |
| Q3 2021 | $756,000 | -17.2% | 12,171 | -16.5% | 0.07% | -18.8% |
| Q2 2021 | $913,000 | +3.8% | 14,583 | +3.0% | 0.08% | -3.4% |
| Q1 2021 | $880,000 | +17.8% | 14,160 | +19.1% | 0.09% | +3.5% |
| Q4 2020 | $747,000 | +125.0% | 11,890 | +122.5% | 0.08% | +84.8% |
| Q2 2020 | $332,000 | – | 5,344 | – | 0.05% | – |
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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% |