ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,133,000 | +36.5% | 75,373 | +41.9% | 0.00% | 0.0% |
| Q2 2023 | $3,027,000 | +60.1% | 53,134 | +61.2% | 0.00% | 0.0% |
| Q1 2023 | $1,891,000 | -12.1% | 32,952 | -14.1% | 0.00% | 0.0% |
| Q4 2022 | $2,152,000 | -2.6% | 38,346 | -5.9% | 0.00% | 0.0% |
| Q3 2022 | $2,209,000 | -68.8% | 40,735 | -67.5% | 0.00% | -50.0% |
| Q2 2022 | $7,085,000 | -7.4% | 125,505 | -4.6% | 0.00% | 0.0% |
| Q1 2022 | $7,651,000 | -2.9% | 131,508 | +4.0% | 0.00% | 0.0% |
| Q4 2021 | $7,879,000 | +0.6% | 126,407 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $7,835,000 | +27.3% | 126,202 | +28.4% | 0.00% | 0.0% |
| Q2 2021 | $6,153,000 | -11.1% | 98,264 | -11.8% | 0.00% | 0.0% |
| Q1 2021 | $6,918,000 | -14.4% | 111,363 | -13.4% | 0.00% | 0.0% |
| Q4 2020 | $8,084,000 | +9.6% | 128,667 | +8.8% | 0.00% | -33.3% |
| Q3 2020 | $7,379,000 | -5.2% | 118,263 | -5.5% | 0.00% | 0.0% |
| Q2 2020 | $7,781,000 | -8.3% | 125,176 | -10.7% | 0.00% | -25.0% |
| Q1 2020 | $8,485,000 | -10.5% | 140,196 | -9.5% | 0.00% | +33.3% |
| Q4 2019 | $9,483,000 | -1.2% | 154,874 | -1.1% | 0.00% | -25.0% |
| Q3 2019 | $9,594,000 | +6.3% | 156,546 | +5.2% | 0.00% | 0.0% |
| Q2 2019 | $9,026,000 | +2.9% | 148,851 | +1.1% | 0.00% | 0.0% |
| Q1 2019 | $8,773,000 | +29.9% | 147,221 | +27.4% | 0.00% | +33.3% |
| Q4 2018 | $6,755,000 | -5.0% | 115,575 | -5.7% | 0.00% | 0.0% |
| Q3 2018 | $7,109,000 | -22.6% | 122,580 | -21.9% | 0.00% | -25.0% |
| Q2 2018 | $9,184,000 | -10.5% | 156,891 | -10.7% | 0.00% | -20.0% |
| Q1 2018 | $10,259,000 | +22.7% | 175,757 | +24.3% | 0.01% | +25.0% |
| Q4 2017 | $8,364,000 | +59.9% | 141,395 | +220.4% | 0.00% | +33.3% |
| Q3 2017 | $5,230,000 | +40.3% | 44,129 | +39.3% | 0.00% | +50.0% |
| Q2 2017 | $3,728,000 | +7.7% | 31,674 | +6.5% | 0.00% | 0.0% |
| Q1 2017 | $3,461,000 | +29.4% | 29,750 | +28.5% | 0.00% | +100.0% |
| Q4 2016 | $2,675,000 | +77.9% | 23,159 | +85.9% | 0.00% | 0.0% |
| Q3 2016 | $1,504,000 | +48.2% | 12,461 | +50.0% | 0.00% | 0.0% |
| Q2 2016 | $1,015,000 | +229.5% | 8,309 | +221.3% | 0.00% | – |
| Q1 2016 | $308,000 | -54.2% | 2,586 | -54.5% | 0.00% | – |
| Q4 2015 | $673,000 | +117.1% | 5,689 | +115.0% | 0.00% | – |
| Q3 2015 | $310,000 | -36.1% | 2,646 | -37.0% | 0.00% | – |
| Q2 2015 | $485,000 | -6.7% | 4,201 | -4.4% | 0.00% | – |
| Q1 2015 | $520,000 | +19.3% | 4,393 | +18.9% | 0.00% | – |
| Q4 2014 | $436,000 | +4.3% | 3,695 | +3.4% | 0.00% | – |
| Q3 2014 | $418,000 | +115.5% | 3,574 | +114.0% | 0.00% | – |
| Q2 2014 | $194,000 | -65.2% | 1,670 | -66.1% | 0.00% | – |
| Q1 2014 | $557,000 | +81.4% | 4,926 | +74.6% | 0.00% | – |
| Q4 2013 | $307,000 | -93.2% | 2,822 | -93.2% | 0.00% | -100.0% |
| Q3 2013 | $4,544,000 | -34.0% | 41,736 | -34.5% | 0.00% | -50.0% |
| Q2 2013 | $6,886,000 | – | 63,698 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leisure Capital Management | 448,426 | $25,318,000 | 13.14% |
| Orin Green Financial, LLC | 264,357 | $14,974,000 | 9.36% |
| Slow Capital, Inc. | 468,969 | $26,478,000 | 6.43% |
| Manhattan West Asset Management, LLC | 95,946 | $5,417,000 | 3.27% |
| Financial Connections Group, Inc. | 63,981 | $3,612,000 | 3.18% |
| Warren Street Wealth Advisors, LLC | 58,215 | $3,287,000 | 3.18% |
| Navalign, LLC | 94,639 | $5,343,000 | 2.33% |
| Waypoint Wealth Partners Inc. | 95,315 | $5,381,000 | 2.06% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 1.82% |
| Caerus Investment Advisors, LLC | 26,264 | $1,483,000 | 1.80% |