ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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% |