ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |