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 | $5,640,394 | -0.6% | 102,853 | +3.2% | 0.07% | -24.7% |
| Q2 2023 | $5,673,853 | +0.4% | 99,629 | +1.2% | 0.09% | -3.1% |
| Q1 2023 | $5,651,938 | -2.1% | 98,432 | -4.3% | 0.10% | -14.3% |
| Q4 2022 | $5,772,924 | +5.7% | 102,886 | +2.1% | 0.11% | -8.2% |
| Q3 2022 | $5,461,000 | +3.8% | 100,756 | +8.2% | 0.12% | +9.9% |
| Q2 2022 | $5,259,000 | +257.5% | 93,135 | +268.3% | 0.11% | +455.0% |
| Q1 2022 | $1,471,000 | +130.6% | 25,289 | +147.1% | 0.02% | +17.6% |
| Q4 2021 | $638,000 | -58.1% | 10,236 | -57.9% | 0.02% | -68.5% |
| Q2 2021 | $1,522,000 | +46.1% | 24,299 | +44.8% | 0.05% | -15.6% |
| Q1 2021 | $1,042,000 | -16.1% | 16,779 | -15.1% | 0.06% | -24.7% |
| Q4 2020 | $1,242,000 | +4.5% | 19,761 | +3.8% | 0.08% | -26.1% |
| Q3 2020 | $1,188,000 | +2.9% | 19,045 | +2.6% | 0.12% | -0.9% |
| Q2 2020 | $1,154,000 | – | 18,560 | – | 0.12% | – |
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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% |