ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,524 | -3.7% | 6,100 | 0.0% | 0.14% | -2.1% |
| Q2 2023 | $347,395 | -45.5% | 6,100 | -45.0% | 0.14% | -47.1% |
| Q1 2023 | $637,362 | +2.3% | 11,100 | 0.0% | 0.27% | +1.5% |
| Q4 2022 | $622,821 | -18.6% | 11,100 | -21.3% | 0.27% | -24.1% |
| Q3 2022 | $765,000 | -18.4% | 14,100 | -15.1% | 0.35% | -11.5% |
| Q2 2022 | $937,000 | -3.0% | 16,600 | 0.0% | 0.40% | +10.2% |
| Q1 2022 | $966,000 | -19.7% | 16,600 | -14.0% | 0.36% | -17.0% |
| Q4 2021 | $1,203,000 | – | 19,300 | – | 0.44% | – |
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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% |