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 | $1,199,132 | -40.1% | 21,866 | -37.8% | 0.01% | -33.3% |
| Q2 2023 | $2,002,761 | +73.7% | 35,167 | +75.1% | 0.02% | +50.0% |
| Q1 2023 | $1,153,166 | +123.6% | 20,083 | +118.5% | 0.01% | -22.2% |
| Q4 2022 | $515,763 | +26.4% | 9,192 | +31.0% | 0.02% | +28.6% |
| Q1 2022 | $408,000 | +4.3% | 7,018 | +11.8% | 0.01% | +7.7% |
| Q4 2021 | $391,000 | -3.2% | 6,275 | -3.6% | 0.01% | -13.3% |
| Q3 2021 | $404,000 | -4.0% | 6,507 | -3.2% | 0.02% | -11.8% |
| Q2 2021 | $421,000 | -2.1% | 6,723 | -2.9% | 0.02% | -10.5% |
| Q1 2021 | $430,000 | +12.0% | 6,926 | +13.2% | 0.02% | +5.6% |
| Q4 2020 | $384,000 | -5.0% | 6,119 | -5.5% | 0.02% | -14.3% |
| Q3 2020 | $404,000 | +11.6% | 6,476 | +11.3% | 0.02% | +5.0% |
| Q2 2020 | $362,000 | +6.2% | 5,817 | +3.1% | 0.02% | -13.0% |
| Q1 2020 | $341,000 | -3.7% | 5,642 | -2.3% | 0.02% | -17.9% |
| Q4 2019 | $354,000 | – | 5,777 | – | 0.03% | – |
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% |