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 | $228,738 | -36.4% | 4,171 | -34.0% | 0.01% | -36.4% |
| Q2 2023 | $359,639 | +2.0% | 6,315 | +2.9% | 0.01% | -8.3% |
| Q1 2023 | $352,559 | -41.3% | 6,140 | -44.6% | 0.01% | -55.6% |
| Q3 2022 | $601,000 | +2.9% | 11,091 | +7.2% | 0.03% | 0.0% |
| Q2 2022 | $584,000 | +160.7% | 10,348 | +169.1% | 0.03% | +145.5% |
| Q1 2022 | $224,000 | -52.5% | 3,845 | -49.3% | 0.01% | -60.7% |
| Q4 2021 | $472,000 | +0.2% | 7,580 | 0.0% | 0.03% | -33.3% |
| Q3 2021 | $471,000 | -5.2% | 7,580 | -4.6% | 0.04% | -19.2% |
| Q2 2021 | $497,000 | +0.8% | 7,944 | 0.0% | 0.05% | -30.7% |
| Q1 2021 | $493,000 | +6.2% | 7,944 | +7.6% | 0.08% | -25.7% |
| Q4 2020 | $464,000 | +0.7% | 7,380 | -0.1% | 0.10% | -21.7% |
| Q3 2020 | $461,000 | +92.9% | 7,386 | +92.4% | 0.13% | +19.4% |
| Q2 2020 | $239,000 | +3.0% | 3,838 | 0.0% | 0.11% | -20.0% |
| Q1 2020 | $232,000 | – | 3,838 | – | 0.14% | – |
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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% |