ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,704,207 | +9.1% | 67,546 | +13.3% | 0.20% | +43.1% |
| Q2 2023 | $3,396,197 | +19.2% | 59,635 | +20.2% | 0.14% | +8.7% |
| Q1 2023 | $2,848,991 | +3.6% | 49,617 | +1.2% | 0.13% | 0.0% |
| Q4 2022 | $2,750,159 | -12.3% | 49,014 | -15.3% | 0.13% | -10.6% |
| Q3 2022 | $3,137,000 | +20.8% | 57,864 | +25.8% | 0.14% | +42.4% |
| Q2 2022 | $2,596,000 | +7.0% | 45,980 | +10.2% | 0.10% | +1.0% |
| Q1 2022 | $2,427,000 | +620.2% | 41,715 | +669.1% | 0.10% | +476.5% |
| Q3 2021 | $337,000 | – | 5,424 | – | 0.02% | – |
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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% |