ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358 | -3.8% | 6,528 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $372 | -0.8% | 6,528 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $375 | -21.5% | 6,528 | -23.3% | 0.02% | -26.9% |
| Q4 2022 | $478 | -99.9% | 8,514 | +30.4% | 0.03% | +30.0% |
| Q3 2022 | $354,000 | -26.4% | 6,528 | -23.5% | 0.02% | -23.1% |
| Q2 2022 | $481,000 | -4.9% | 8,528 | -2.0% | 0.03% | +13.0% |
| Q1 2022 | $506,000 | -6.6% | 8,703 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $542,000 | +0.4% | 8,703 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $540,000 | -0.9% | 8,703 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $545,000 | +0.7% | 8,703 | 0.0% | 0.03% | -13.3% |
| Q1 2021 | $541,000 | -1.1% | 8,703 | 0.0% | 0.03% | -37.5% |
| Q4 2020 | $547,000 | +0.7% | 8,703 | 0.0% | 0.05% | -7.7% |
| Q3 2020 | $543,000 | +0.4% | 8,703 | 0.0% | 0.05% | +2.0% |
| Q2 2020 | $541,000 | +2.7% | 8,703 | 0.0% | 0.05% | -19.0% |
| Q1 2020 | $527,000 | -11.3% | 8,703 | -10.3% | 0.06% | +18.9% |
| Q4 2019 | $594,000 | +11.4% | 9,703 | +11.5% | 0.05% | +1.9% |
| Q3 2019 | $533,000 | +0.9% | 8,703 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $528,000 | +1.7% | 8,703 | 0.0% | 0.05% | -5.4% |
| Q1 2019 | $519,000 | +2.0% | 8,703 | 0.0% | 0.06% | -13.8% |
| Q4 2018 | $509,000 | – | 8,703 | – | 0.06% | – |
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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% |