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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $312 | -99.9% | 5,555 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $301,000 | -4.1% | 5,555 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $314,000 | -2.8% | 5,555 | 0.0% | 0.02% | +20.0% |
| Q1 2022 | $323,000 | -6.6% | 5,555 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $346,000 | +0.3% | 5,555 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $345,000 | -0.9% | 5,555 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $348,000 | +0.9% | 5,555 | 0.0% | 0.02% | -8.7% |
| Q1 2021 | $345,000 | -1.1% | 5,555 | 0.0% | 0.02% | -11.5% |
| Q4 2020 | $349,000 | +0.6% | 5,555 | 0.0% | 0.03% | -16.1% |
| Q3 2020 | $347,000 | +41.1% | 5,555 | +40.5% | 0.03% | +29.2% |
| Q2 2020 | $246,000 | -26.8% | 3,955 | -28.8% | 0.02% | -47.8% |
| Q1 2020 | $336,000 | -14.9% | 5,555 | -13.9% | 0.05% | +31.4% |
| Q4 2019 | $395,000 | -10.6% | 6,450 | -10.5% | 0.04% | -16.7% |
| Q3 2019 | $442,000 | – | 7,210 | – | 0.04% | – |
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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% |