ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,728 | -5.4% | 67,980 | -3.2% | 0.18% | -11.6% |
| Q4 2022 | $3,939 | -100.0% | 70,208 | -73.0% | 0.20% | -73.9% |
| Q3 2022 | $14,110,000 | +573.8% | 260,232 | +623.0% | 0.76% | +952.8% |
| Q1 2022 | $2,094,000 | +26.8% | 35,995 | +35.9% | 0.07% | +63.6% |
| Q4 2021 | $1,652,000 | -48.0% | 26,494 | -47.8% | 0.04% | -72.3% |
| Q2 2021 | $3,177,000 | +420.8% | 50,736 | +422.2% | 0.16% | +278.6% |
| Q4 2020 | $610,000 | – | 9,716 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |