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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,208 | -6.4% | 5,886 | -5.7% | 0.16% | -6.0% |
| Q1 2023 | $358,289 | +2.4% | 6,240 | +0.1% | 0.17% | +23.0% |
| Q4 2022 | $349,823 | +74.9% | 6,235 | +75.7% | 0.14% | +21.6% |
| Q2 2022 | $200,000 | -6.1% | 3,549 | -3.1% | 0.11% | +76.2% |
| Q1 2022 | $213,000 | -29.2% | 3,664 | -24.1% | 0.06% | -21.2% |
| Q4 2021 | $301,000 | +0.7% | 4,830 | +0.1% | 0.08% | +23.1% |
| Q3 2021 | $299,000 | -1.0% | 4,827 | +0.0% | 0.06% | +14.0% |
| Q2 2021 | $302,000 | +0.7% | 4,825 | +0.0% | 0.06% | -1.7% |
| Q1 2021 | $300,000 | -1.0% | 4,824 | +0.0% | 0.06% | +7.4% |
| Q4 2020 | $303,000 | +6.3% | 4,822 | +5.5% | 0.05% | -8.5% |
| Q3 2020 | $285,000 | +0.4% | 4,570 | +0.0% | 0.06% | -4.8% |
| Q2 2020 | $284,000 | +2.9% | 4,568 | +0.1% | 0.06% | -8.8% |
| Q1 2020 | $276,000 | -1.1% | 4,565 | +0.0% | 0.07% | +21.4% |
| Q4 2019 | $279,000 | -0.4% | 4,564 | +0.1% | 0.06% | -9.7% |
| Q3 2019 | $280,000 | +1.4% | 4,561 | +0.0% | 0.06% | -20.5% |
| Q2 2019 | $276,000 | +1.5% | 4,559 | +0.1% | 0.08% | -6.0% |
| Q1 2019 | $272,000 | +2.3% | 4,556 | +0.0% | 0.08% | -15.3% |
| Q4 2018 | $266,000 | +34.3% | 4,555 | +35.1% | 0.10% | +96.0% |
| Q4 2017 | $198,000 | – | 3,371 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 316,849 | $17,376,000 | 9.65% |
| MYECFO, LLC | 192,588 | $10,553,257 | 7.32% |
| Manhattan West Asset Management, LLC | 436,703 | $23,647,467 | 7.28% |
| Brio Consultants, LLC | 511,684 | $28,060,742 | 5.27% |
| Slow Capital, Inc. | 451,533 | $24,762,053 | 4.55% |
| Opes Wealth Management LLC | 278,281 | $15,260,930 | 4.23% |
| Creative Capital Management Investments LLC | 70,180 | $3,848,671 | 2.64% |
| Certus Wealth Management, LLC | 50,049 | $2,744,687 | 2.62% |
| Rinkey Investments | 93,864 | $5,147,502 | 2.36% |
| Warren Street Wealth Advisors, LLC | 56,375 | $3,091,605 | 2.04% |