ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q2 2021. 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 ↓ |
|---|---|---|---|
| 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% |