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 | $230,385 | -3.7% | 4,201 | +0.0% | 0.04% | 0.0% |
| Q2 2023 | $239,204 | -0.8% | 4,200 | +0.0% | 0.04% | -6.7% |
| Q1 2023 | $241,134 | -42.7% | 4,199 | -41.9% | 0.04% | -66.2% |
| Q1 2022 | $421,000 | -6.4% | 7,232 | 0.0% | 0.13% | -5.7% |
| Q4 2021 | $450,000 | +0.2% | 7,232 | 0.0% | 0.14% | -11.3% |
| Q3 2021 | $449,000 | -0.9% | 7,232 | 0.0% | 0.16% | -3.6% |
| Q2 2021 | $453,000 | +0.9% | 7,232 | 0.0% | 0.16% | -6.8% |
| Q1 2021 | $449,000 | -1.1% | 7,232 | 0.0% | 0.18% | -8.8% |
| Q4 2020 | $454,000 | +0.7% | 7,232 | 0.0% | 0.19% | -14.2% |
| Q3 2020 | $451,000 | +0.2% | 7,232 | 0.0% | 0.23% | -25.9% |
| Q2 2020 | $450,000 | -8.5% | 7,232 | -11.1% | 0.30% | -30.2% |
| Q1 2020 | $492,000 | -1.2% | 8,132 | 0.0% | 0.44% | +11.2% |
| Q4 2019 | $498,000 | – | 8,132 | – | 0.39% | – |
Download | ||||||
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% |