ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,473,069 | +0.8% | 190,975 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $10,389,445 | +0.9% | 182,431 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $10,298,392 | -19.3% | 179,352 | -21.1% | 0.00% | -33.3% |
| Q4 2022 | $12,754,813 | +130.4% | 227,318 | +122.6% | 0.01% | +100.0% |
| Q3 2022 | $5,537,000 | -15.2% | 102,128 | -11.7% | 0.00% | 0.0% |
| Q2 2022 | $6,533,000 | +450.4% | 115,710 | +467.2% | 0.00% | – |
| Q1 2022 | $1,187,000 | -8.4% | 20,402 | -1.9% | 0.00% | – |
| Q4 2021 | $1,296,000 | -0.7% | 20,797 | -1.1% | 0.00% | -100.0% |
| Q3 2021 | $1,305,000 | +0.3% | 21,028 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $1,301,000 | +28.7% | 20,782 | +27.6% | 0.00% | – |
| Q1 2021 | $1,011,000 | +3.0% | 16,282 | +4.2% | 0.00% | – |
| Q4 2020 | $982,000 | +71.1% | 15,625 | +69.7% | 0.00% | – |
| Q3 2020 | $574,000 | +108.7% | 9,206 | +107.9% | 0.00% | – |
| Q2 2020 | $275,000 | – | 4,429 | – | 0.00% | – |
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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% |