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 | $455,172 | -29.3% | 8,300 | -26.5% | 0.02% | -25.0% |
| Q2 2023 | $643,535 | -10.5% | 11,300 | -9.7% | 0.02% | -16.7% |
| Q1 2023 | $718,841 | -14.7% | 12,519 | -16.6% | 0.02% | -22.6% |
| Q4 2022 | $842,716 | -12.2% | 15,019 | -11.7% | 0.03% | +55.0% |
| Q2 2022 | $960,000 | +342.4% | 17,000 | +363.5% | 0.02% | -16.7% |
| Q4 2017 | $217,000 | +8.5% | 3,668 | +111.3% | 0.02% | -27.3% |
| Q4 2016 | $200,000 | -4.8% | 1,736 | 0.0% | 0.03% | -10.8% |
| Q3 2016 | $210,000 | -0.5% | 1,736 | +0.3% | 0.04% | 0.0% |
| Q2 2016 | $211,000 | +2.4% | 1,730 | 0.0% | 0.04% | -2.6% |
| Q1 2016 | $206,000 | +1.0% | 1,730 | 0.0% | 0.04% | -13.6% |
| Q4 2015 | $204,000 | – | 1,730 | – | 0.04% | – |
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% |