ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 61 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,921 | -3.7% | 3,682 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $209,690 | -0.8% | 3,682 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $211,420 | +2.3% | 3,682 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $206,597 | -31.1% | 3,682 | +45.0% | 0.01% | -72.1% |
| Q4 2015 | $300,000 | +0.7% | 2,540 | 0.0% | 0.04% | -17.3% |
| Q3 2015 | $298,000 | +1.7% | 2,540 | 0.0% | 0.05% | +33.3% |
| Q2 2015 | $293,000 | -2.3% | 2,540 | 0.0% | 0.04% | -2.5% |
| Q1 2015 | $300,000 | +0.3% | 2,540 | 0.0% | 0.04% | -2.4% |
| Q4 2014 | $299,000 | – | 2,540 | – | 0.04% | – |
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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% |