ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 114 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,827 | -3.7% | 10,956 | 0.0% | 0.02% | -8.3% |
| Q2 2023 | $623,944 | -5.2% | 10,956 | -4.4% | 0.02% | -14.3% |
| Q1 2023 | $657,861 | -1.9% | 11,457 | -4.2% | 0.03% | -3.4% |
| Q4 2022 | $670,907 | -1.0% | 11,957 | -4.3% | 0.03% | -9.4% |
| Q3 2022 | $678,000 | -4.1% | 12,498 | -0.2% | 0.03% | -5.9% |
| Q2 2022 | $707,000 | +11.9% | 12,529 | +23.5% | 0.03% | +30.8% |
| Q4 2021 | $632,000 | -7.3% | 10,143 | -7.7% | 0.03% | -18.8% |
| Q3 2021 | $682,000 | -4.5% | 10,989 | -3.8% | 0.03% | -8.6% |
| Q2 2021 | $714,000 | +0.6% | 11,421 | -0.1% | 0.04% | -12.5% |
| Q1 2021 | $710,000 | -0.7% | 11,437 | +0.6% | 0.04% | -23.1% |
| Q4 2020 | $715,000 | +5.5% | 11,372 | +4.6% | 0.05% | -14.8% |
| Q3 2020 | $678,000 | -22.2% | 10,872 | -22.5% | 0.06% | -29.9% |
| Q2 2020 | $872,000 | +2.1% | 14,036 | -0.5% | 0.09% | -24.3% |
| Q1 2020 | $854,000 | -6.5% | 14,109 | -5.4% | 0.12% | +0.9% |
| Q4 2019 | $913,000 | -2.5% | 14,910 | -2.4% | 0.11% | -22.4% |
| Q3 2019 | $936,000 | +0.4% | 15,273 | -0.7% | 0.15% | -5.8% |
| Q2 2019 | $932,000 | -8.2% | 15,373 | -9.7% | 0.16% | +1.3% |
| Q1 2019 | $1,015,000 | +25.8% | 17,029 | +23.3% | 0.15% | -12.5% |
| Q4 2018 | $807,000 | +8.6% | 13,811 | +7.8% | 0.18% | +16.6% |
| Q3 2018 | $743,000 | +17.9% | 12,817 | +19.1% | 0.15% | +0.7% |
| Q2 2018 | $630,000 | +28.0% | 10,761 | +27.6% | 0.15% | +23.0% |
| Q1 2018 | $492,000 | +49.1% | 8,436 | +51.3% | 0.12% | +3.4% |
| Q4 2017 | $330,000 | – | 5,576 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |