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 2020 | $211,000 | +0.5% | 3,381 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $210,000 | +2.4% | 3,381 | 0.0% | 0.03% | -18.8% |
| Q1 2020 | $205,000 | -1.0% | 3,381 | 0.0% | 0.03% | +23.1% |
| Q4 2019 | $207,000 | -50.4% | 3,381 | -50.3% | 0.03% | -55.9% |
| Q3 2019 | $417,000 | +1.2% | 6,800 | 0.0% | 0.06% | -6.3% |
| Q2 2019 | $412,000 | -4.2% | 6,800 | -5.8% | 0.06% | -10.0% |
| Q1 2019 | $430,000 | -47.2% | 7,217 | -48.6% | 0.07% | -48.1% |
| Q3 2018 | $814,000 | -1.0% | 14,044 | 0.0% | 0.14% | -5.6% |
| Q2 2018 | $822,000 | +19.0% | 14,044 | +18.6% | 0.14% | +12.6% |
| Q1 2018 | $691,000 | +74.5% | 11,844 | +76.9% | 0.13% | +89.6% |
| Q4 2017 | $396,000 | -0.3% | 6,696 | +100.0% | 0.07% | -10.7% |
| Q3 2017 | $397,000 | +40.8% | 3,348 | +39.6% | 0.08% | +74.4% |
| Q2 2017 | $282,000 | +1.1% | 2,399 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $279,000 | -16.7% | 2,399 | -17.2% | 0.04% | -27.1% |
| Q4 2016 | $335,000 | +26.9% | 2,899 | +32.5% | 0.06% | +20.4% |
| Q3 2016 | $264,000 | – | 2,188 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leisure Capital Management | 448,426 | $25,318,000 | 13.14% |
| Orin Green Financial, LLC | 264,357 | $14,974,000 | 9.36% |
| Slow Capital, Inc. | 468,969 | $26,478,000 | 6.43% |
| Manhattan West Asset Management, LLC | 95,946 | $5,417,000 | 3.27% |
| Financial Connections Group, Inc. | 63,981 | $3,612,000 | 3.18% |
| Warren Street Wealth Advisors, LLC | 58,215 | $3,287,000 | 3.18% |
| Navalign, LLC | 94,639 | $5,343,000 | 2.33% |
| Waypoint Wealth Partners Inc. | 95,315 | $5,381,000 | 2.06% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 1.82% |
| Caerus Investment Advisors, LLC | 26,264 | $1,483,000 | 1.80% |