ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,103,107 | -4.4% | 20,115 | -0.7% | 0.31% | -3.4% |
| Q2 2023 | $1,153,522 | -4.4% | 20,255 | -3.6% | 0.32% | -6.4% |
| Q1 2023 | $1,206,394 | -24.5% | 21,010 | -26.2% | 0.34% | -28.3% |
| Q4 2022 | $1,597,452 | +116.2% | 28,470 | +108.8% | 0.48% | +91.2% |
| Q3 2022 | $739,000 | +13.7% | 13,635 | +18.5% | 0.25% | +20.1% |
| Q2 2022 | $650,000 | +52.2% | 11,510 | +56.7% | 0.21% | +71.3% |
| Q1 2022 | $427,000 | +24.1% | 7,345 | +33.2% | 0.12% | +27.1% |
| Q4 2021 | $344,000 | +26.9% | 5,515 | +26.2% | 0.10% | +14.3% |
| Q3 2021 | $271,000 | -6.6% | 4,370 | -5.7% | 0.08% | +1.2% |
| Q2 2021 | $290,000 | +36.2% | 4,635 | +35.3% | 0.08% | +27.7% |
| Q1 2021 | $213,000 | – | 3,425 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 316,849 | $17,376,000 | 9.65% |
| MYECFO, LLC | 192,588 | $10,553,257 | 7.32% |
| Manhattan West Asset Management, LLC | 436,703 | $23,647,467 | 7.28% |
| Brio Consultants, LLC | 511,684 | $28,060,742 | 5.27% |
| Slow Capital, Inc. | 451,533 | $24,762,053 | 4.55% |
| Opes Wealth Management LLC | 278,281 | $15,260,930 | 4.23% |
| Creative Capital Management Investments LLC | 70,180 | $3,848,671 | 2.64% |
| Certus Wealth Management, LLC | 50,049 | $2,744,687 | 2.62% |
| Rinkey Investments | 93,864 | $5,147,502 | 2.36% |
| Warren Street Wealth Advisors, LLC | 56,375 | $3,091,605 | 2.04% |