ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $904,860 | -6.0% | 16,500 | -2.4% | 0.21% | +15.1% |
| Q2 2023 | $962,455 | -0.8% | 16,900 | 0.0% | 0.18% | +15.6% |
| Q1 2023 | $970,398 | +102262.7% | 16,900 | 0.0% | 0.16% | -0.6% |
| Q4 2022 | $948 | -99.9% | 16,900 | +21.6% | 0.16% | +21.1% |
| Q3 2022 | $754,000 | +93.3% | 13,900 | +101.4% | 0.13% | +111.1% |
| Q2 2022 | $390,000 | +36.8% | 6,900 | +40.8% | 0.06% | +61.5% |
| Q1 2022 | $285,000 | -67.1% | 4,900 | -64.8% | 0.04% | -63.2% |
| Q4 2021 | $867,000 | +8.2% | 13,910 | +7.7% | 0.11% | -2.8% |
| Q3 2021 | $801,000 | – | 12,910 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |