ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,713,593 | +12821.9% | 49,482 | +14583.1% | 1.31% | +12990.0% |
| Q4 2021 | $21,000 | 0.0% | 337 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $21,000 | 0.0% | 337 | 0.0% | 0.01% | -15.4% |
| Q1 2021 | $21,000 | 0.0% | 337 | 0.0% | 0.01% | -23.5% |
| Q3 2020 | $21,000 | 0.0% | 337 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $21,000 | -99.9% | 337 | -33.1% | 0.02% | -39.3% |
| Q1 2020 | $29,418,000 | +139985.7% | 504 | +44.4% | 0.03% | +33.3% |
| Q3 2019 | $21,000 | 0.0% | 349 | 0.0% | 0.02% | +10.5% |
| Q2 2019 | $21,000 | -16.0% | 349 | -15.7% | 0.02% | -17.4% |
| Q1 2019 | $25,000 | +4.2% | 414 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $24,000 | -99.9% | 414 | -7.0% | 0.02% | +9.5% |
| Q3 2018 | $25,806,000 | -4.8% | 445 | -3.9% | 0.02% | -16.0% |
| Q2 2018 | $27,104,000 | -7.9% | 463 | -8.1% | 0.02% | -10.7% |
| Q1 2018 | $29,418,000 | – | 504 | – | 0.03% | – |
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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% |