ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,941,000 | -50.2% | 30,893 | -50.5% | 0.33% | -61.0% |
| Q3 2020 | $3,897,000 | -17.3% | 62,461 | -17.6% | 0.86% | -24.0% |
| Q2 2020 | $4,712,000 | +181.8% | 75,800 | +177.7% | 1.13% | +174.2% |
| Q4 2019 | $1,672,000 | -1.6% | 27,299 | -1.5% | 0.41% | -19.1% |
| Q3 2019 | $1,699,000 | -25.4% | 27,725 | -26.2% | 0.51% | -26.9% |
| Q2 2019 | $2,277,000 | +63.6% | 37,545 | +60.7% | 0.70% | +61.3% |
| Q1 2019 | $1,392,000 | – | 23,367 | – | 0.43% | – |
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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% |