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 | $15,260,930 | +7.0% | 278,281 | +11.1% | 4.23% | +4.5% |
| Q2 2023 | $14,258,856 | +0.8% | 250,375 | +1.6% | 4.04% | -11.3% |
| Q1 2023 | $14,146,221 | +16.8% | 246,364 | +14.2% | 4.56% | +3.7% |
| Q4 2022 | $12,108,145 | +12.4% | 215,793 | +8.6% | 4.40% | +2.1% |
| Q3 2022 | $10,771,000 | +5078.4% | 198,657 | +5298.3% | 4.31% | +5089.2% |
| Q2 2022 | $208,000 | -97.6% | 3,680 | -97.5% | 0.08% | -97.0% |
| Q1 2022 | $8,627,000 | +17.4% | 148,287 | +25.8% | 2.81% | +23.0% |
| Q4 2021 | $7,349,000 | +12.2% | 117,909 | +11.8% | 2.28% | -1.5% |
| Q3 2021 | $6,549,000 | +29.2% | 105,502 | +30.3% | 2.32% | +23.5% |
| Q2 2021 | $5,069,000 | -16.4% | 80,946 | -17.0% | 1.88% | -20.6% |
| Q1 2021 | $6,061,000 | +783.5% | 97,566 | +793.5% | 2.36% | +614.2% |
| Q4 2020 | $686,000 | -55.8% | 10,919 | -56.1% | 0.33% | -55.4% |
| Q3 2020 | $1,553,000 | +0.4% | 24,897 | +0.1% | 0.74% | -5.8% |
| Q2 2020 | $1,547,000 | – | 24,884 | – | 0.79% | – |
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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% |