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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,891,532 | +12.3% | 125,666 | +16.6% | 0.24% | +16.2% |
| Q2 2023 | $6,138,504 | -0.5% | 107,788 | +0.3% | 0.21% | -3.7% |
| Q1 2023 | $6,171,072 | +1022.0% | 107,473 | +1002.9% | 0.22% | +603.2% |
| Q2 2022 | $550,000 | -2.5% | 9,745 | +0.5% | 0.03% | +6.9% |
| Q1 2022 | $564,000 | -6.5% | 9,701 | +0.3% | 0.03% | 0.0% |
| Q4 2021 | $603,000 | +1.0% | 9,675 | +0.5% | 0.03% | -9.4% |
| Q3 2021 | $597,000 | -0.5% | 9,625 | +0.4% | 0.03% | 0.0% |
| Q2 2021 | $600,000 | +1.2% | 9,589 | +0.4% | 0.03% | -15.8% |
| Q1 2021 | $593,000 | -8.5% | 9,550 | -7.4% | 0.04% | -17.4% |
| Q4 2020 | $648,000 | +1.2% | 10,318 | +0.6% | 0.05% | -14.8% |
| Q3 2020 | $640,000 | – | 10,260 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 386,593 | $24,096,000 | 4.12% |
| Towerpoint Wealth, LLC | 129,344 | $8,062,000 | 3.82% |
| Bradley & Co. Private Wealth Management, LLC | 50,376 | $3,140,000 | 2.52% |
| MISSION WEALTH MANAGEMENT, LP | 878,905 | $54,782,000 | 2.46% |
| SELDON CAPITAL LP | 60,078 | $3,745,000 | 2.41% |
| Opes Wealth Management LLC | 117,909 | $7,349,000 | 2.28% |
| Omega Financial Group, LLC | 67,059 | $4,180,000 | 1.85% |
| Boltwood Capital Management | 73,472 | $4,580,000 | 1.69% |
| Safeguard Investment Advisory Group, LLC | 45,654 | $2,845,000 | 1.66% |
| Orin Green Financial, LLC | 37,496 | $2,253,000 | 1.63% |