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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $8,633,000 | -3.0% | 137,782 | -3.9% | 2.28% | -12.2% |
| Q1 2021 | $8,902,000 | -3.6% | 143,310 | -2.5% | 2.59% | -8.6% |
| Q4 2020 | $9,238,000 | +0.3% | 147,045 | -0.4% | 2.84% | -13.7% |
| Q3 2020 | $9,207,000 | -0.6% | 147,571 | -0.9% | 3.28% | -6.4% |
| Q2 2020 | $9,259,000 | -11.9% | 148,922 | -14.2% | 3.51% | -20.2% |
| Q1 2020 | $10,505,000 | +3776.4% | 173,651 | +3805.8% | 4.40% | +3234.1% |
| Q3 2019 | $271,000 | +5.9% | 4,446 | +4.8% | 0.13% | -2.9% |
| Q2 2019 | $256,000 | -11.1% | 4,242 | -12.7% | 0.14% | -17.6% |
| Q1 2019 | $288,000 | -27.5% | 4,857 | -28.6% | 0.16% | -33.5% |
| Q4 2018 | $397,000 | -82.3% | 6,800 | -82.4% | 0.25% | -83.2% |
| Q3 2018 | $2,246,000 | +26.0% | 38,574 | +26.7% | 1.48% | +11.5% |
| Q2 2018 | $1,782,000 | +176.3% | 30,454 | +176.2% | 1.32% | +219.6% |
| Q1 2018 | $645,000 | -18.0% | 11,027 | -17.3% | 0.41% | -9.2% |
| Q4 2017 | $787,000 | – | 13,340 | – | 0.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |