ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,249,858 | +2.5% | 22,791 | +6.4% | 0.00% | 0.0% |
| Q2 2023 | $1,219,870 | +67.9% | 21,420 | +69.3% | 0.00% | +100.0% |
| Q1 2023 | $726,363 | +102.3% | 12,650 | +97.7% | 0.00% | 0.0% |
| Q4 2022 | $359,048 | -17.5% | 6,399 | -20.2% | 0.00% | 0.0% |
| Q3 2022 | $435,000 | -56.5% | 8,019 | -54.7% | 0.00% | -50.0% |
| Q2 2022 | $999,000 | +60.4% | 17,691 | +65.3% | 0.00% | +100.0% |
| Q1 2022 | $623,000 | -6.6% | 10,702 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $667,000 | +2.0% | 10,702 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $654,000 | -0.8% | 10,543 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $659,000 | +0.9% | 10,520 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $653,000 | -27.8% | 10,517 | -26.9% | 0.00% | -50.0% |
| Q4 2020 | $904,000 | +4.8% | 14,390 | +3.9% | 0.00% | 0.0% |
| Q3 2020 | $863,000 | -34.2% | 13,844 | -34.3% | 0.00% | -33.3% |
| Q2 2020 | $1,311,000 | +27.9% | 21,084 | +24.4% | 0.00% | 0.0% |
| Q1 2020 | $1,025,000 | -2.6% | 16,950 | -1.6% | 0.00% | +50.0% |
| Q4 2019 | $1,052,000 | +61.8% | 17,225 | +62.1% | 0.00% | 0.0% |
| Q3 2019 | $650,000 | +23.3% | 10,624 | +21.9% | 0.00% | +100.0% |
| Q2 2019 | $527,000 | +6.7% | 8,713 | +5.0% | 0.00% | 0.0% |
| Q1 2019 | $494,000 | +0.8% | 8,298 | -1.0% | 0.00% | -50.0% |
| Q4 2018 | $490,000 | +82.2% | 8,385 | +80.3% | 0.00% | +100.0% |
| Q3 2018 | $269,000 | -1.5% | 4,650 | -0.2% | 0.00% | 0.0% |
| Q2 2018 | $273,000 | 0.0% | 4,660 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $273,000 | -5.2% | 4,660 | -4.1% | 0.00% | 0.0% |
| Q4 2017 | $288,000 | +3.6% | 4,860 | +108.6% | 0.00% | 0.0% |
| Q3 2017 | $278,000 | +0.7% | 2,330 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $276,000 | -1.8% | 2,330 | -3.7% | 0.00% | 0.0% |
| Q1 2017 | $281,000 | +1.1% | 2,420 | +0.1% | 0.00% | 0.0% |
| Q4 2016 | $278,000 | -4.8% | 2,417 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $292,000 | -12.0% | 2,417 | -11.1% | 0.00% | -50.0% |
| Q2 2016 | $332,000 | +2.5% | 2,719 | +0.1% | 0.00% | 0.0% |
| Q1 2016 | $324,000 | +0.9% | 2,717 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $321,000 | +20.7% | 2,717 | +20.0% | 0.00% | +100.0% |
| Q3 2015 | $266,000 | -49.2% | 2,265 | -50.0% | 0.00% | 0.0% |
| Q2 2015 | $524,000 | +72.9% | 4,530 | +76.6% | 0.00% | -50.0% |
| Q1 2015 | $303,000 | +0.3% | 2,565 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $302,000 | +9.0% | 2,565 | +8.0% | 0.00% | 0.0% |
| Q3 2014 | $277,000 | – | 2,375 | – | 0.00% | – |
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% |