ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 204 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |