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% | – |
Download | ||||||
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% |