ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,155,951 | -3.7% | 21,079 | 0.0% | 0.31% | -1.9% |
| Q2 2023 | $1,200,427 | +0.8% | 21,079 | +1.7% | 0.32% | -3.4% |
| Q1 2023 | $1,190,409 | +4.1% | 20,732 | +1.8% | 0.33% | -0.9% |
| Q4 2022 | $1,143,163 | +3.5% | 20,374 | 0.0% | 0.33% | -2.9% |
| Q3 2022 | $1,105,000 | -3.9% | 20,374 | 0.0% | 0.34% | -11.9% |
| Q2 2022 | $1,150,000 | -3.0% | 20,374 | 0.0% | 0.38% | +9.1% |
| Q1 2022 | $1,185,000 | -6.7% | 20,374 | 0.0% | 0.35% | -6.4% |
| Q4 2021 | $1,270,000 | +0.4% | 20,374 | 0.0% | 0.38% | -4.3% |
| Q3 2021 | $1,265,000 | -0.9% | 20,374 | +0.0% | 0.39% | -2.0% |
| Q2 2021 | $1,276,000 | +0.9% | 20,371 | +0.0% | 0.40% | -5.9% |
| Q1 2021 | $1,265,000 | -0.9% | 20,367 | +0.2% | 0.43% | -7.0% |
| Q4 2020 | $1,277,000 | +1.6% | 20,317 | +0.8% | 0.46% | -5.6% |
| Q3 2020 | $1,257,000 | +0.4% | 20,152 | +0.0% | 0.49% | -7.4% |
| Q2 2020 | $1,252,000 | +4.2% | 20,148 | +1.5% | 0.52% | -7.2% |
| Q1 2020 | $1,201,000 | -1.3% | 19,849 | -0.2% | 0.57% | +9.5% |
| Q4 2019 | $1,217,000 | +2.0% | 19,880 | +2.1% | 0.52% | -9.3% |
| Q3 2019 | $1,193,000 | +3.2% | 19,469 | +2.1% | 0.57% | +1.1% |
| Q2 2019 | $1,156,000 | +1.8% | 19,061 | 0.0% | 0.56% | +1.3% |
| Q1 2019 | $1,136,000 | -18.4% | 19,061 | -20.0% | 0.56% | -25.9% |
| Q4 2018 | $1,392,000 | – | 23,816 | – | 0.75% | – |
Download | ||||||
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% |