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 | $830,826 | -3.7% | 15,150 | 0.0% | 0.09% | -1.1% |
Q2 2023 | $862,793 | -1.5% | 15,150 | -0.7% | 0.09% | -5.4% |
Q1 2023 | $875,885 | +2.3% | 15,254 | 0.0% | 0.09% | -1.1% |
Q4 2022 | $855,902 | -51.1% | 15,254 | -52.7% | 0.09% | -52.6% |
Q3 2022 | $1,750,000 | -0.2% | 32,270 | +5.8% | 0.20% | +13.3% |
Q2 2022 | $1,754,000 | +18.4% | 30,488 | +19.8% | 0.17% | +24.5% |
Q1 2022 | $1,481,000 | -36.5% | 25,458 | -32.7% | 0.14% | -34.1% |
Q4 2021 | $2,331,000 | -16.5% | 37,841 | -16.0% | 0.21% | -14.9% |
Q3 2021 | $2,791,000 | +28.3% | 45,041 | +29.6% | 0.25% | +13.8% |
Q2 2021 | $2,176,000 | -19.4% | 34,747 | -20.1% | 0.22% | -28.8% |
Q1 2021 | $2,701,000 | -2.7% | 43,481 | -1.6% | 0.31% | -16.6% |
Q4 2020 | $2,775,000 | +0.9% | 44,172 | 0.0% | 0.37% | -12.6% |
Q3 2020 | $2,749,000 | -1.1% | 44,172 | -1.4% | 0.42% | -10.6% |
Q2 2020 | $2,780,000 | -18.9% | 44,796 | -20.9% | 0.47% | -50.3% |
Q1 2020 | $3,427,000 | -1.2% | 56,620 | -0.0% | 0.94% | +24.8% |
Q4 2019 | $3,467,000 | – | 56,621 | – | 0.76% | – |
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% |