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
| 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 ↓ |
|---|---|---|---|
| Leisure Capital Management | 448,426 | $25,318,000 | 13.14% |
| Orin Green Financial, LLC | 264,357 | $14,974,000 | 9.36% |
| Slow Capital, Inc. | 468,969 | $26,478,000 | 6.43% |
| Manhattan West Asset Management, LLC | 95,946 | $5,417,000 | 3.27% |
| Financial Connections Group, Inc. | 63,981 | $3,612,000 | 3.18% |
| Warren Street Wealth Advisors, LLC | 58,215 | $3,287,000 | 3.18% |
| Navalign, LLC | 94,639 | $5,343,000 | 2.33% |
| Waypoint Wealth Partners Inc. | 95,315 | $5,381,000 | 2.06% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 1.82% |
| Caerus Investment Advisors, LLC | 26,264 | $1,483,000 | 1.80% |