ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,572,085 | +285.5% | 170,595 | +272.6% | 1.12% | +248.3% |
| Q3 2022 | $2,483,000 | -29.6% | 45,787 | -26.7% | 0.32% | -27.7% |
| Q2 2022 | $3,525,000 | -1.4% | 62,427 | +1.6% | 0.45% | +20.8% |
| Q1 2022 | $3,576,000 | -7.7% | 61,457 | -1.1% | 0.37% | +0.8% |
| Q4 2021 | $3,874,000 | +19.6% | 62,147 | +19.1% | 0.37% | +8.3% |
| Q3 2021 | $3,240,000 | -14.1% | 52,192 | -13.3% | 0.34% | -11.7% |
| Q2 2021 | $3,770,000 | +36.9% | 60,208 | +35.9% | 0.38% | +23.9% |
| Q1 2021 | $2,753,000 | +15.9% | 44,318 | +17.2% | 0.31% | +11.9% |
| Q4 2020 | $2,375,000 | +11.0% | 37,798 | +10.2% | 0.28% | -3.5% |
| Q3 2020 | $2,140,000 | +85.3% | 34,303 | +84.6% | 0.29% | +84.0% |
| Q2 2020 | $1,155,000 | -2.3% | 18,584 | -4.9% | 0.16% | -15.2% |
| Q1 2020 | $1,182,000 | +6.9% | 19,538 | +8.1% | 0.18% | +41.5% |
| Q4 2019 | $1,106,000 | -13.4% | 18,066 | -13.3% | 0.13% | -15.6% |
| Q3 2019 | $1,277,000 | +4.1% | 20,842 | +3.0% | 0.15% | +6.9% |
| Q2 2019 | $1,227,000 | -25.3% | 20,242 | -26.6% | 0.14% | -25.0% |
| Q1 2019 | $1,643,000 | -25.5% | 27,575 | -26.9% | 0.19% | -27.5% |
| Q4 2018 | $2,204,000 | +130.5% | 37,711 | +128.7% | 0.26% | +136.6% |
| Q3 2018 | $956,000 | -26.9% | 16,488 | -26.2% | 0.11% | -30.4% |
| Q2 2018 | $1,308,000 | +393.6% | 22,338 | +900.8% | 0.16% | +387.9% |
| Q3 2017 | $265,000 | -6.7% | 2,232 | -7.5% | 0.03% | -10.8% |
| Q2 2017 | $284,000 | +13.1% | 2,412 | +11.6% | 0.04% | +15.6% |
| Q1 2017 | $251,000 | +22.4% | 2,162 | +27.6% | 0.03% | +14.3% |
| Q3 2016 | $205,000 | -1.0% | 1,695 | 0.0% | 0.03% | -3.4% |
| Q2 2016 | $207,000 | +2.5% | 1,695 | 0.0% | 0.03% | +3.6% |
| Q1 2016 | $202,000 | +1.0% | 1,695 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $200,000 | -3.4% | 1,695 | -5.6% | 0.03% | -6.7% |
| Q2 2015 | $207,000 | -2.4% | 1,795 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $212,000 | -12.4% | 1,795 | -12.7% | 0.03% | -14.3% |
| Q4 2014 | $242,000 | -13.3% | 2,055 | -16.6% | 0.04% | -23.9% |
| Q1 2014 | $279,000 | +4.1% | 2,463 | 0.0% | 0.05% | +9.5% |
| Q4 2013 | $268,000 | -75.8% | 2,463 | -75.9% | 0.04% | -58.8% |
| Q3 2013 | $1,106,000 | +53.8% | 10,206 | +53.4% | 0.10% | -24.4% |
| Q2 2013 | $719,000 | – | 6,654 | – | 0.14% | – |
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% |