ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $270,735 | -24.2% | 4,715 | -23.2% | 0.01% | -61.5% |
| Q1 2022 | $357,000 | +35.7% | 6,143 | +45.0% | 0.01% | +62.5% |
| Q3 2021 | $263,000 | +27.7% | 4,236 | +27.9% | 0.01% | -27.3% |
| Q1 2021 | $206,000 | +2.5% | 3,312 | -4.5% | 0.01% | +1000.0% |
| Q3 2018 | $201,000 | -11.1% | 3,469 | +82.9% | 0.00% | -99.7% |
| Q1 2016 | $226,000 | – | 1,897 | – | 0.29% | – |
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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% |