Financial Advocates Investment Management - ISHARES TR ownership

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
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$478,000
+110.6%
8,471
+116.9%
0.04%
+160.0%
Q1 2022$227,000
-4.6%
3,906
+2.1%
0.02%0.0%
Q4 2021$238,000
+0.8%
3,824
+0.5%
0.02%
-6.2%
Q3 2021$236,000
-8.9%
3,805
-7.8%
0.02%
-5.9%
Q2 2021$259,000
+1.6%
4,126
+0.2%
0.02%
-5.6%
Q1 2021$255,000
-32.5%
4,118
-21.3%
0.02%
-30.8%
Q4 2020$378,000
+29.9%
5,233
+12.2%
0.03%
+4.0%
Q3 2020$291,000
+5.1%
4,664
+6.2%
0.02%
-3.8%
Q2 2020$277,000
-1.4%
4,390
-5.4%
0.03%
-35.0%
Q1 2020$281,000
-32.1%
4,639
-31.4%
0.04%
-9.1%
Q4 2019$414,000
+5.1%
6,758
+5.1%
0.04%
-2.2%
Q3 2019$394,000
+3.7%
6,429
+2.6%
0.04%
+2.3%
Q2 2019$380,000
-0.5%
6,268
-2.3%
0.04%
-8.3%
Q1 2019$382,000
-21.9%
6,417
-23.3%
0.05%
-28.4%
Q4 2018$489,000
-79.9%
8,366
-80.1%
0.07%
-75.4%
Q3 2018$2,436,000
+54.8%
42,008
+56.0%
0.27%
+42.4%
Q2 2018$1,574,000
+1.1%
26,924
+0.9%
0.19%
-5.4%
Q1 2018$1,557,0000.0%26,677
+1.3%
0.20%
-5.2%
Q4 2017$1,557,00026,3260.21%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Leisure Capital Management 448,426$25,318,00013.14%
Orin Green Financial, LLC 264,357$14,974,0009.36%
Slow Capital, Inc. 468,969$26,478,0006.43%
Manhattan West Asset Management, LLC 95,946$5,417,0003.27%
Financial Connections Group, Inc. 63,981$3,612,0003.18%
Warren Street Wealth Advisors, LLC 58,215$3,287,0003.18%
Navalign, LLC 94,639$5,343,0002.33%
Waypoint Wealth Partners Inc. 95,315$5,381,0002.06%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0001.82%
Caerus Investment Advisors, LLC 26,264$1,483,0001.80%
View complete list of ISHARES TR shareholders