ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |