L. Roy Papp & Associates, LLP - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 244 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
L. Roy Papp & Associates, LLP ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$295,000
+0.7%
4,7000.0%0.03%
-10.5%
Q3 2020$293,000
+27.4%
4,700
+27.0%
0.04%
+15.2%
Q2 2020$230,0003,7000.03%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Towerpoint Wealth, LLC 139,463$8,657,0004.31%
Slow Capital, Inc. 357,879$22,215,0004.07%
Bradley & Co. Private Wealth Management, LLC 46,548$2,890,0002.49%
MISSION WEALTH MANAGEMENT, LP 768,536$47,707,0002.43%
Opes Wealth Management LLC 105,502$6,549,0002.32%
Omega Financial Group, LLC 62,176$3,860,0001.84%
Boltwood Capital Management 72,372$4,492,0001.81%
Safeguard Investment Advisory Group, LLC 39,904$2,477,0001.60%
Orin Green Financial, LLC 34,948$2,169,0001.51%
RHS Financial, LLC 31,391$1,949,0001.42%
View complete list of ISHARES TR shareholders