ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $277,071 | +3.5% | 4,938 | 0.0% | 0.43% | +12.2% |
| Q3 2022 | $267,738 | -8.9% | 4,938 | -5.1% | 0.38% | +27.5% |
| Q2 2022 | $294,000 | -3.0% | 5,201 | 0.0% | 0.30% | +16.6% |
| Q1 2022 | $303,000 | -6.5% | 5,201 | 0.0% | 0.26% | +3.2% |
| Q4 2021 | $324,000 | +0.3% | 5,201 | 0.0% | 0.25% | +1.2% |
| Q3 2021 | $323,000 | -0.9% | 5,201 | 0.0% | 0.25% | +0.8% |
| Q2 2021 | $326,000 | -5.2% | 5,201 | -6.0% | 0.25% | -6.5% |
| Q1 2021 | $344,000 | +9.9% | 5,531 | +10.9% | 0.26% | +12.4% |
| Q4 2020 | $313,000 | -14.7% | 4,987 | -15.2% | 0.23% | -15.8% |
| Q3 2020 | $367,000 | +0.3% | 5,882 | 0.0% | 0.28% | -1.4% |
| Q2 2020 | $366,000 | +2.8% | 5,882 | 0.0% | 0.28% | +1.1% |
| Q1 2020 | $356,000 | -1.1% | 5,882 | 0.0% | 0.28% | 0.0% |
| Q4 2019 | $360,000 | -0.3% | 5,882 | 0.0% | 0.28% | +0.7% |
| Q3 2019 | $361,000 | +1.1% | 5,882 | 0.0% | 0.28% | +0.7% |
| Q2 2019 | $357,000 | -14.4% | 5,882 | -16.0% | 0.28% | -14.9% |
| Q1 2019 | $417,000 | +1.2% | 7,002 | -0.8% | 0.32% | -0.6% |
| Q4 2018 | $412,000 | +0.7% | 7,056 | 0.0% | 0.32% | +2.2% |
| Q3 2018 | $409,000 | +10.8% | 7,056 | +11.8% | 0.32% | +8.9% |
| Q2 2018 | $369,000 | -5.9% | 6,311 | -6.1% | 0.29% | -6.7% |
| Q1 2018 | $392,000 | -36.3% | 6,721 | -35.4% | 0.31% | -34.8% |
| Q4 2017 | $615,000 | -1.1% | 10,399 | +98.2% | 0.48% | +0.2% |
| Q3 2017 | $622,000 | +9.9% | 5,248 | +9.2% | 0.48% | +8.6% |
| Q2 2017 | $566,000 | +1.4% | 4,806 | +0.2% | 0.44% | 0.0% |
| Q1 2017 | $558,000 | -5.9% | 4,796 | -6.6% | 0.44% | -5.8% |
| Q4 2016 | $593,000 | -18.1% | 5,136 | -14.4% | 0.47% | -16.6% |
| Q3 2016 | $724,000 | -4.1% | 6,001 | -3.0% | 0.56% | -6.7% |
| Q2 2016 | $755,000 | +2.0% | 6,185 | -0.2% | 0.60% | -3.7% |
| Q1 2016 | $740,000 | -9.2% | 6,200 | -10.1% | 0.62% | -10.9% |
| Q4 2015 | $815,000 | – | 6,900 | – | 0.70% | – |
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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% |