ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 48 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,533,623 | -3.7% | 82,670 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,708,057 | -0.8% | 82,670 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,746,911 | +2.3% | 82,670 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,638,614 | +3.5% | 82,670 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,482,000 | +47.5% | 82,670 | +53.7% | 0.00% | +50.0% |
| Q2 2022 | $3,038,000 | +603.2% | 53,800 | +679.3% | 0.00% | – |
| Q2 2021 | $432,000 | +11.3% | 6,904 | +10.6% | 0.00% | – |
| Q1 2021 | $388,000 | +1041.2% | 6,240 | +1034.5% | 0.00% | – |
| Q2 2020 | $34,000 | +3.0% | 550 | 0.0% | 0.00% | – |
| Q1 2020 | $33,000 | -73.0% | 550 | -72.5% | 0.00% | – |
| Q4 2019 | $122,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
| Q3 2019 | $122,000 | +0.8% | 2,000 | 0.0% | 0.00% | – |
| Q2 2019 | $121,000 | -48.5% | 2,000 | 0.0% | 0.00% | – |
| Q4 2014 | $235,000 | +0.9% | 2,000 | 0.0% | 0.00% | – |
| Q3 2014 | $233,000 | +0.9% | 2,000 | 0.0% | 0.00% | – |
| Q2 2014 | $231,000 | +2.2% | 2,000 | 0.0% | 0.00% | – |
| Q1 2014 | $226,000 | +4.1% | 2,000 | 0.0% | 0.00% | – |
| Q4 2013 | $217,000 | -52.4% | 2,000 | -52.3% | 0.00% | – |
| Q3 2013 | $456,000 | – | 4,195 | – | 0.00% | – |
Download | ||||||
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% |