ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. 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 | 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% |