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 | $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. | 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% |