ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,557,000 | 0.0% | 26,677 | +1.3% | 0.20% | -5.2% |
| Q4 2017 | $1,557,000 | – | 26,326 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |