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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,466,434 | +9.2% | 136,149 | +13.4% | 0.06% | +12.3% |
| Q2 2023 | $6,838,337 | +2.3% | 120,076 | +3.2% | 0.06% | -1.7% |
| Q1 2023 | $6,683,216 | +19.4% | 116,392 | +16.7% | 0.06% | +11.5% |
| Q4 2022 | $5,597,692 | +677.5% | 99,763 | +651.3% | 0.05% | +271.4% |
| Q3 2022 | $720,000 | -4.9% | 13,279 | -1.0% | 0.01% | +16.7% |
| Q2 2022 | $757,000 | +3.3% | 13,415 | +6.5% | 0.01% | +9.1% |
| Q1 2022 | $733,000 | -9.4% | 12,601 | -2.9% | 0.01% | -8.3% |
| Q4 2021 | $809,000 | +3.6% | 12,975 | +3.1% | 0.01% | 0.0% |
| Q3 2021 | $781,000 | -15.9% | 12,579 | -15.2% | 0.01% | -20.0% |
| Q2 2021 | $929,000 | +39.3% | 14,837 | +38.2% | 0.02% | +15.4% |
| Q1 2021 | $667,000 | +2.0% | 10,738 | +3.1% | 0.01% | 0.0% |
| Q4 2020 | $654,000 | – | 10,416 | – | 0.01% | – |
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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% |