ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,844 | -3.7% | 4,100 | 0.0% | 0.00% | – |
| Q2 2023 | $233,495 | +17.9% | 4,100 | +18.8% | 0.00% | – |
| Q1 2023 | $198,099 | +7.3% | 3,450 | +4.9% | 0.00% | – |
| Q4 2022 | $184,602 | -30.1% | 3,290 | -32.3% | 0.00% | – |
| Q3 2022 | $264,000 | +23.4% | 4,863 | +28.3% | 0.00% | – |
| Q2 2022 | $214,000 | +24.4% | 3,790 | +28.5% | 0.00% | – |
| Q1 2022 | $172,000 | -6.5% | 2,950 | 0.0% | 0.00% | – |
| Q4 2021 | $184,000 | -28.1% | 2,950 | -28.4% | 0.00% | – |
| Q3 2021 | $256,000 | -83.0% | 4,119 | -82.9% | 0.00% | -100.0% |
| Q2 2021 | $1,506,000 | -5.9% | 24,051 | -6.6% | 0.00% | 0.0% |
| Q1 2021 | $1,600,000 | -22.2% | 25,754 | -21.3% | 0.00% | 0.0% |
| Q4 2020 | $2,057,000 | -18.6% | 32,736 | -19.2% | 0.00% | -50.0% |
| Q3 2020 | $2,528,000 | -1.6% | 40,518 | -2.0% | 0.00% | 0.0% |
| Q2 2020 | $2,570,000 | +82.3% | 41,339 | +77.4% | 0.00% | +100.0% |
| Q1 2020 | $1,410,000 | -13.3% | 23,298 | -12.3% | 0.00% | 0.0% |
| Q4 2019 | $1,626,000 | -1.8% | 26,561 | -1.7% | 0.00% | 0.0% |
| Q3 2019 | $1,655,000 | -4.1% | 27,010 | -5.1% | 0.00% | 0.0% |
| Q2 2019 | $1,726,000 | +36.7% | 28,465 | +34.3% | 0.00% | 0.0% |
| Q1 2019 | $1,263,000 | +8.2% | 21,190 | +6.1% | 0.00% | 0.0% |
| Q4 2018 | $1,167,000 | +59.6% | 19,975 | +58.4% | 0.00% | 0.0% |
| Q3 2018 | $731,000 | -6.8% | 12,613 | -5.8% | 0.00% | 0.0% |
| Q2 2018 | $784,000 | -3.7% | 13,388 | -4.0% | 0.00% | 0.0% |
| Q1 2018 | $814,000 | +26.8% | 13,948 | +28.5% | 0.00% | 0.0% |
| Q4 2017 | $642,000 | +7.7% | 10,858 | +116.0% | 0.00% | – |
| Q3 2017 | $596,000 | +44.7% | 5,028 | +43.7% | 0.00% | – |
| Q2 2017 | $412,000 | -2.6% | 3,498 | -3.8% | 0.00% | – |
| Q1 2017 | $423,000 | -13.8% | 3,638 | -14.5% | 0.00% | – |
| Q4 2016 | $491,000 | +11.1% | 4,256 | +16.2% | 0.00% | – |
| Q3 2016 | $442,000 | -64.4% | 3,662 | -64.0% | 0.00% | -100.0% |
| Q2 2016 | $1,241,000 | +37.9% | 10,168 | +34.7% | 0.00% | 0.0% |
| Q1 2016 | $900,000 | +144.6% | 7,547 | +142.1% | 0.00% | – |
| Q4 2015 | $368,000 | +26.5% | 3,117 | +25.6% | 0.00% | – |
| Q3 2015 | $291,000 | -9.6% | 2,481 | -11.1% | 0.00% | – |
| Q2 2015 | $322,000 | -59.0% | 2,791 | -57.9% | 0.00% | -100.0% |
| Q1 2015 | $785,000 | -33.4% | 6,636 | -33.8% | 0.00% | 0.0% |
| Q4 2014 | $1,179,000 | -50.1% | 10,026 | -50.5% | 0.00% | -50.0% |
| Q3 2014 | $2,363,000 | +328.1% | 20,251 | +298.9% | 0.00% | +100.0% |
| Q3 2013 | $552,000 | +6800.0% | 5,077 | +6493.5% | 0.00% | – |
| Q2 2013 | $8,000 | – | 77 | – | 0.00% | – |
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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% |