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 | $1,524,124 | -8.3% | 27,793 | -4.8% | 0.66% | -6.2% |
| Q2 2023 | $1,662,235 | -12.9% | 29,188 | -12.2% | 0.71% | -22.9% |
| Q1 2023 | $1,907,865 | -3.3% | 33,226 | -5.5% | 0.92% | -24.5% |
| Q4 2022 | $1,972,882 | -1.6% | 35,159 | -5.0% | 1.22% | -11.4% |
| Q3 2022 | $2,005,000 | -32.1% | 36,995 | -27.1% | 1.37% | -24.4% |
| Q2 2022 | $2,953,000 | 0.0% | 50,756 | 0.0% | 1.82% | -9.8% |
| Q1 2022 | $2,953,000 | +3.8% | 50,756 | +11.2% | 2.02% | +21.4% |
| Q4 2021 | $2,845,000 | +14.9% | 45,654 | +14.4% | 1.66% | +3.6% |
| Q3 2021 | $2,477,000 | +179.6% | 39,904 | +181.8% | 1.60% | +154.0% |
| Q2 2021 | $886,000 | +96.0% | 14,158 | +94.2% | 0.63% | +56.2% |
| Q1 2021 | $452,000 | -6.0% | 7,290 | -4.8% | 0.40% | -5.2% |
| Q4 2020 | $481,000 | – | 7,657 | – | 0.43% | – |
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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% |