ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,443 | -15.6% | 5,825 | -12.4% | 0.07% | -17.9% |
| Q2 2023 | $378,604 | -10.4% | 6,648 | -9.7% | 0.08% | -20.8% |
| Q1 2023 | $422,783 | +0.7% | 7,363 | -1.6% | 0.11% | -11.7% |
| Q4 2022 | $419,927 | +2.9% | 7,484 | -0.6% | 0.12% | -11.1% |
| Q3 2022 | $408,000 | -4.7% | 7,528 | -0.7% | 0.14% | -6.9% |
| Q2 2022 | $428,000 | -20.1% | 7,582 | -17.7% | 0.14% | -13.7% |
| Q1 2022 | $536,000 | -24.4% | 9,213 | -18.9% | 0.17% | -27.6% |
| Q4 2021 | $709,000 | -5.5% | 11,367 | -5.9% | 0.23% | -18.6% |
| Q3 2021 | $750,000 | +30.0% | 12,084 | +31.2% | 0.28% | +15.9% |
| Q2 2021 | $577,000 | -15.9% | 9,208 | -16.7% | 0.25% | -26.6% |
| Q1 2021 | $686,000 | +6.5% | 11,050 | +7.8% | 0.34% | -7.2% |
| Q4 2020 | $644,000 | – | 10,251 | – | 0.36% | – |
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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% |