MERITAGE PORTFOLIO MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$312
-99.9%
5,5550.0%0.02%
-4.0%
Q3 2022$301,000
-4.1%
5,5550.0%0.02%
+4.2%
Q2 2022$314,000
-2.8%
5,5550.0%0.02%
+20.0%
Q1 2022$323,000
-6.6%
5,5550.0%0.02%0.0%
Q4 2021$346,000
+0.3%
5,5550.0%0.02%
-4.8%
Q3 2021$345,000
-0.9%
5,5550.0%0.02%0.0%
Q2 2021$348,000
+0.9%
5,5550.0%0.02%
-8.7%
Q1 2021$345,000
-1.1%
5,5550.0%0.02%
-11.5%
Q4 2020$349,000
+0.6%
5,5550.0%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$442,0007,2100.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Leisure Capital Management 448,426$25,318,00013.14%
Orin Green Financial, LLC 264,357$14,974,0009.36%
Slow Capital, Inc. 468,969$26,478,0006.43%
Manhattan West Asset Management, LLC 95,946$5,417,0003.27%
Financial Connections Group, Inc. 63,981$3,612,0003.18%
Warren Street Wealth Advisors, LLC 58,215$3,287,0003.18%
Navalign, LLC 94,639$5,343,0002.33%
Waypoint Wealth Partners Inc. 95,315$5,381,0002.06%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0001.82%
Caerus Investment Advisors, LLC 26,264$1,483,0001.80%
View complete list of ISHARES TR shareholders