ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,678 | -49.3% | 11,446 | -47.3% | 0.01% | -50.0% |
| Q2 2023 | $1,237,560 | +0.7% | 21,731 | +1.6% | 0.01% | -6.7% |
| Q1 2023 | $1,228,386 | +8.6% | 21,393 | +6.1% | 0.02% | 0.0% |
| Q4 2022 | $1,131,346 | +4.5% | 20,163 | +0.9% | 0.02% | -11.8% |
| Q3 2022 | $1,083,000 | +80.2% | 19,983 | +87.8% | 0.02% | +88.9% |
| Q2 2022 | $601,000 | -6.4% | 10,642 | -3.6% | 0.01% | 0.0% |
| Q1 2022 | $642,000 | -6.7% | 11,042 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $688,000 | +0.4% | 11,042 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $685,000 | -0.9% | 11,042 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $691,000 | +0.7% | 11,042 | 0.0% | 0.01% | -13.3% |
| Q1 2021 | $686,000 | +21.4% | 11,042 | +22.8% | 0.02% | +15.4% |
| Q4 2020 | $565,000 | -45.5% | 8,992 | -45.8% | 0.01% | -23.5% |
| Q3 2020 | $1,036,000 | +78.0% | 16,592 | +77.3% | 0.02% | 0.0% |
| Q2 2020 | $582,000 | +2.6% | 9,356 | +0.0% | 0.02% | 0.0% |
| Q1 2020 | $567,000 | -1.0% | 9,355 | 0.0% | 0.02% | +30.8% |
| Q4 2019 | $573,000 | +62.8% | 9,355 | +63.0% | 0.01% | -7.1% |
| Q3 2019 | $352,000 | +6.3% | 5,741 | +5.3% | 0.01% | -6.7% |
| Q2 2019 | $331,000 | +11.1% | 5,451 | +9.0% | 0.02% | -6.2% |
| Q1 2019 | $298,000 | 0.0% | 5,000 | -1.9% | 0.02% | -68.0% |
| Q4 2018 | $298,000 | – | 5,095 | – | 0.05% | – |
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% |