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 2023 | $1,629,740 | -17.2% | 29,718 | -14.0% | 0.97% | -12.7% |
| Q2 2023 | $1,968,392 | -22.0% | 34,564 | -21.3% | 1.11% | -23.2% |
| Q1 2023 | $2,522,548 | -6.3% | 43,932 | -8.4% | 1.44% | -7.0% |
| Q4 2022 | $2,691,069 | +181.2% | 47,961 | +171.7% | 1.55% | +169.2% |
| Q3 2022 | $957,000 | -2.6% | 17,653 | +1.4% | 0.58% | -1.7% |
| Q2 2022 | $983,000 | -87.0% | 17,416 | -86.6% | 0.59% | -84.4% |
| Q1 2022 | $7,574,000 | -6.1% | 130,186 | +0.7% | 3.76% | -1.4% |
| Q4 2021 | $8,062,000 | -6.9% | 129,344 | -7.3% | 3.82% | -11.5% |
| Q3 2021 | $8,657,000 | +3.6% | 139,463 | +4.5% | 4.31% | +3.8% |
| Q2 2021 | $8,358,000 | +6.9% | 133,473 | +6.0% | 4.15% | +10.7% |
| Q1 2021 | $7,822,000 | +6.5% | 125,917 | +7.7% | 3.75% | +2.1% |
| Q4 2020 | $7,347,000 | +6.8% | 116,937 | +6.0% | 3.68% | -3.9% |
| Q3 2020 | $6,882,000 | +5.3% | 110,302 | +4.9% | 3.82% | -6.0% |
| Q2 2020 | $6,534,000 | +10.2% | 105,120 | +7.3% | 4.07% | -13.4% |
| Q1 2020 | $5,928,000 | -9.0% | 97,959 | -7.9% | 4.70% | +9.1% |
| Q4 2019 | $6,515,000 | +2.5% | 106,399 | +2.5% | 4.30% | -0.3% |
| Q3 2019 | $6,359,000 | +10.0% | 103,769 | +9.5% | 4.32% | +6.6% |
| Q2 2019 | $5,779,000 | +21.8% | 94,744 | +19.0% | 4.05% | +22.3% |
| Q1 2019 | $4,746,000 | +20.5% | 79,650 | +18.1% | 3.31% | +4.9% |
| Q4 2018 | $3,940,000 | +15.8% | 67,420 | +14.9% | 3.16% | +11.8% |
| Q3 2018 | $3,402,000 | +103.8% | 58,665 | +105.7% | 2.82% | +80.1% |
| Q2 2018 | $1,669,000 | +36.6% | 28,515 | +36.2% | 1.57% | +15.9% |
| Q1 2018 | $1,222,000 | -18.5% | 20,935 | -17.5% | 1.35% | -31.8% |
| Q4 2017 | $1,500,000 | – | 25,365 | – | 1.98% | – |
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% |