ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $946,000 | +107.0% | 15,187 | +106.3% | 0.07% | -13.1% |
| Q3 2021 | $457,000 | -29.4% | 7,363 | -28.7% | 0.08% | 0.0% |
| Q2 2021 | $647,000 | +215.6% | 10,324 | +216.6% | 0.08% | +180.0% |
| Q4 2020 | $205,000 | +1.0% | 3,261 | 0.0% | 0.03% | -11.8% |
| Q3 2020 | $203,000 | -2.9% | 3,261 | -3.1% | 0.03% | -10.5% |
| Q2 2020 | $209,000 | -40.8% | 3,367 | -42.2% | 0.04% | -53.1% |
| Q1 2020 | $353,000 | +32.2% | 5,827 | +33.3% | 0.08% | +80.0% |
| Q4 2019 | $267,000 | +29.0% | 4,370 | +155.4% | 0.04% | -54.1% |
| Q3 2016 | $207,000 | -1.0% | 1,711 | 0.0% | 0.10% | -2.0% |
| Q2 2016 | $209,000 | +2.5% | 1,711 | 0.0% | 0.10% | -2.0% |
| Q1 2016 | $204,000 | -26.4% | 1,711 | -27.1% | 0.10% | -28.7% |
| Q4 2015 | $277,000 | – | 2,348 | – | 0.14% | – |
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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% |