ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,488 | -3.1% | 975 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $55,223 | +17.5% | 970 | +11.1% | 0.00% | 0.0% |
| Q3 2022 | $47,000 | -4.1% | 873 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $49,000 | -72.8% | 873 | -70.4% | 0.00% | -80.0% |
| Q4 2019 | $180,000 | 0.0% | 2,954 | +0.2% | 0.01% | -16.7% |
| Q3 2019 | $180,000 | +1.1% | 2,949 | +0.1% | 0.01% | -14.3% |
| Q2 2019 | $178,000 | -1.1% | 2,946 | -5.2% | 0.01% | -22.2% |
| Q3 2018 | $180,000 | -1.1% | 3,109 | +0.2% | 0.01% | -18.2% |
| Q2 2018 | $182,000 | +1.1% | 3,104 | +0.1% | 0.01% | -8.3% |
| Q1 2018 | $180,000 | +4.7% | 3,100 | +6.5% | 0.01% | -7.7% |
| Q4 2017 | $172,000 | +59.3% | 2,910 | +218.0% | 0.01% | +18.2% |
| Q3 2017 | $108,000 | +0.9% | 915 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $107,000 | +0.9% | 915 | 0.0% | 0.01% | -25.0% |
| Q1 2017 | $106,000 | +1.0% | 915 | 0.0% | 0.02% | -66.7% |
| Q4 2016 | $105,000 | – | 915 | – | 0.05% | – |
Download | ||||||
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% |