ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $162,746 | +34.4% | 2,990 | +40.6% | 0.01% | +33.3% |
| Q2 2023 | $121,076 | -85.2% | 2,126 | -85.2% | 0.01% | -86.4% |
| Q1 2023 | $819,101 | +716.0% | 14,340 | +701.6% | 0.04% | +528.6% |
| Q4 2022 | $100,381 | +3.5% | 1,789 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $97,000 | -4.0% | 1,789 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $101,000 | 0.0% | 1,789 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $101,000 | -14.4% | 1,789 | -6.1% | 0.01% | -33.3% |
| Q3 2021 | $118,000 | -0.8% | 1,905 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $119,000 | +0.8% | 1,905 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $118,000 | -14.5% | 1,905 | -13.3% | 0.01% | -17.6% |
| Q4 2020 | $138,000 | +0.7% | 2,198 | 0.0% | 0.02% | -15.0% |
| Q3 2020 | $137,000 | 0.0% | 2,198 | 0.0% | 0.02% | -9.1% |
| Q2 2020 | $137,000 | +3.0% | 2,198 | 0.0% | 0.02% | -12.0% |
| Q1 2020 | $133,000 | -10.1% | 2,198 | -9.4% | 0.02% | +8.7% |
| Q4 2019 | $148,000 | -0.7% | 2,425 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $149,000 | +38.0% | 2,425 | +35.6% | 0.02% | +14.3% |
| Q2 2019 | $108,000 | +17.4% | 1,789 | +15.6% | 0.02% | -4.5% |
| Q1 2019 | $92,000 | +2.2% | 1,548 | 0.0% | 0.02% | -4.3% |
| Q4 2018 | $90,000 | 0.0% | 1,548 | 0.0% | 0.02% | +15.0% |
| Q3 2018 | $90,000 | -27.4% | 1,548 | -26.8% | 0.02% | -35.5% |
| Q2 2018 | $124,000 | -23.9% | 2,114 | -24.3% | 0.03% | -31.1% |
| Q1 2018 | $163,000 | -1.2% | 2,794 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $165,000 | -0.6% | 2,794 | +100.0% | 0.04% | -34.8% |
| Q3 2017 | $166,000 | +1.2% | 1,397 | 0.0% | 0.07% | -10.4% |
| Q2 2017 | $164,000 | +1.2% | 1,397 | 0.0% | 0.08% | -15.4% |
| Q1 2017 | $162,000 | +0.6% | 1,397 | 0.0% | 0.09% | -15.7% |
| Q4 2016 | $161,000 | – | 1,397 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 386,593 | $24,096,000 | 4.12% |
| Towerpoint Wealth, LLC | 129,344 | $8,062,000 | 3.82% |
| Bradley & Co. Private Wealth Management, LLC | 50,376 | $3,140,000 | 2.52% |
| MISSION WEALTH MANAGEMENT, LP | 878,905 | $54,782,000 | 2.46% |
| SELDON CAPITAL LP | 60,078 | $3,745,000 | 2.41% |
| Opes Wealth Management LLC | 117,909 | $7,349,000 | 2.28% |
| Omega Financial Group, LLC | 67,059 | $4,180,000 | 1.85% |
| Boltwood Capital Management | 73,472 | $4,580,000 | 1.69% |
| Safeguard Investment Advisory Group, LLC | 45,654 | $2,845,000 | 1.66% |
| Orin Green Financial, LLC | 37,496 | $2,253,000 | 1.63% |