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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,027 | -75.6% | 35,600 | -75.3% | 0.00% | -72.7% |
| Q1 2023 | $8,291 | +17.5% | 144,400 | +14.8% | 0.01% | +10.0% |
| Q4 2022 | $7,059 | -99.9% | 125,800 | -35.7% | 0.01% | -23.1% |
| Q2 2022 | $11,049,000 | +1158.4% | 195,700 | +1296.4% | 0.01% | +1200.0% |
| Q2 2021 | $878,000 | -16.6% | 14,015 | -16.3% | 0.00% | 0.0% |
| Q4 2020 | $1,053,000 | -10.7% | 16,754 | -11.4% | 0.00% | 0.0% |
| Q3 2020 | $1,179,000 | -65.2% | 18,900 | -65.3% | 0.00% | -66.7% |
| Q2 2020 | $3,388,000 | +263.5% | 54,500 | +253.9% | 0.00% | +200.0% |
| Q1 2020 | $932,000 | -57.6% | 15,400 | -57.1% | 0.00% | -50.0% |
| Q4 2019 | $2,198,000 | +42.9% | 35,900 | +43.0% | 0.00% | +100.0% |
| Q3 2019 | $1,538,000 | -55.7% | 25,100 | -56.1% | 0.00% | -66.7% |
| Q2 2019 | $3,469,000 | +50.0% | 57,200 | +47.4% | 0.00% | +50.0% |
| Q1 2019 | $2,312,000 | +80.5% | 38,800 | +77.0% | 0.00% | +100.0% |
| Q4 2018 | $1,281,000 | – | 21,920 | – | 0.00% | – |
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% |