ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 176 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $633,643 | +3.2% | 11,140 | +4.4% | 0.09% | +6.0% |
| Q1 2024 | $614,182 | +2.3% | 10,674 | +3.0% | 0.08% | -4.6% |
| Q4 2023 | $600,374 | +1.4% | 10,362 | -4.1% | 0.09% | -9.4% |
| Q3 2023 | $592,272 | +12.4% | 10,800 | +16.7% | 0.10% | +11.6% |
| Q2 2023 | $526,901 | +12.2% | 9,252 | +13.1% | 0.09% | +3.6% |
| Q1 2023 | $469,638 | +11.1% | 8,179 | +8.6% | 0.08% | +6.4% |
| Q4 2022 | $422,677 | -4.6% | 7,533 | -7.7% | 0.08% | -15.2% |
| Q3 2022 | $443,000 | -14.3% | 8,165 | -8.2% | 0.09% | 0.0% |
| Q1 2022 | $517,000 | +29.9% | 8,893 | +39.3% | 0.09% | +31.4% |
| Q4 2021 | $398,000 | -2.2% | 6,385 | -2.7% | 0.07% | -12.5% |
| Q3 2021 | $407,000 | +33.4% | 6,561 | +34.9% | 0.08% | +33.3% |
| Q2 2021 | $305,000 | +1.0% | 4,864 | 0.0% | 0.06% | -7.7% |
| Q1 2021 | $302,000 | -1.3% | 4,864 | 0.0% | 0.06% | -11.0% |
| Q4 2020 | $306,000 | +1.0% | 4,864 | 0.0% | 0.07% | -7.6% |
| Q3 2020 | $303,000 | +4.1% | 4,864 | +3.8% | 0.08% | -6.0% |
| Q2 2020 | $291,000 | – | 4,688 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pure Financial Advisors, LLC | 59,410 | $7,019,000 | 3.04% |
| Parkside Advisors LLC | 32,987 | $3,871,000 | 2.87% |
| NewFocus Financial Group, LLC | 8,708 | $1,029,000 | 0.72% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 6,900 | $815,000 | 0.70% |
| BANK OF STOCKTON | 6,400 | $757,000 | 0.44% |
| MILLIE CAPITAL MANAGEMENT, LLC | 3,320 | $392,000 | 0.41% |
| Winfield Associates, Inc. | 5,013 | $592,000 | 0.40% |
| Garde Capital, Inc. | 8,241 | $974,000 | 0.34% |
| Pictet North America Advisors SA | 11,000 | $1,300,000 | 0.30% |
| FCA CORP /TX | 4,344 | $513,000 | 0.30% |