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 | $223,186 | -7.4% | 4,070 | -4.8% | 0.00% | -50.0% |
| Q2 2022 | $241,000 | +13.1% | 4,273 | +16.6% | 0.01% | +14.3% |
| Q1 2022 | $213,000 | -33.9% | 3,665 | -29.1% | 0.01% | -30.0% |
| Q4 2021 | $322,000 | -42.9% | 5,170 | -43.1% | 0.01% | -44.4% |
| Q3 2021 | $564,000 | -4.1% | 9,090 | -3.2% | 0.02% | -14.3% |
| Q2 2021 | $588,000 | +26.5% | 9,390 | +25.4% | 0.02% | +10.5% |
| Q1 2021 | $465,000 | +3.6% | 7,490 | +4.7% | 0.02% | -9.5% |
| Q4 2020 | $449,000 | +0.7% | 7,154 | 0.0% | 0.02% | -22.2% |
| Q3 2020 | $446,000 | -3.0% | 7,154 | -3.4% | 0.03% | -18.2% |
| Q2 2020 | $460,000 | +12.5% | 7,404 | +9.6% | 0.03% | -13.2% |
| Q1 2020 | $409,000 | -22.1% | 6,754 | -21.2% | 0.04% | -13.6% |
| Q4 2019 | $525,000 | +20.7% | 8,569 | +20.8% | 0.04% | -10.2% |
| Q3 2019 | $435,000 | – | 7,094 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 316,849 | $17,376,000 | 9.65% |
| MYECFO, LLC | 192,588 | $10,553,257 | 7.32% |
| Manhattan West Asset Management, LLC | 436,703 | $23,647,467 | 7.28% |
| Brio Consultants, LLC | 511,684 | $28,060,742 | 5.27% |
| Slow Capital, Inc. | 451,533 | $24,762,053 | 4.55% |
| Opes Wealth Management LLC | 278,281 | $15,260,930 | 4.23% |
| Creative Capital Management Investments LLC | 70,180 | $3,848,671 | 2.64% |
| Certus Wealth Management, LLC | 50,049 | $2,744,687 | 2.62% |
| Rinkey Investments | 93,864 | $5,147,502 | 2.36% |
| Warren Street Wealth Advisors, LLC | 56,375 | $3,091,605 | 2.04% |