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 | $384,921 | -3.7% | 7,019 | 0.0% | 0.11% | -4.4% |
| Q2 2023 | $399,732 | -0.8% | 7,019 | 0.0% | 0.11% | -5.8% |
| Q1 2023 | $403,030 | -20.2% | 7,019 | -22.0% | 0.12% | -24.8% |
| Q4 2022 | $504,990 | +3.5% | 9,000 | 0.0% | 0.16% | -13.9% |
| Q3 2022 | $488,000 | -3.9% | 9,000 | 0.0% | 0.19% | +1.1% |
| Q2 2022 | $508,000 | -3.1% | 9,000 | 0.0% | 0.18% | +13.5% |
| Q1 2022 | $524,000 | -6.6% | 9,000 | 0.0% | 0.16% | -0.6% |
| Q4 2021 | $561,000 | +0.4% | 9,000 | 0.0% | 0.16% | -6.3% |
| Q3 2021 | $559,000 | -0.7% | 9,000 | 0.0% | 0.18% | +1.2% |
| Q2 2021 | $563,000 | +0.7% | 9,000 | 0.0% | 0.17% | -7.0% |
| Q1 2021 | $559,000 | -1.1% | 9,000 | 0.0% | 0.19% | -3.6% |
| Q4 2020 | $565,000 | +0.5% | 9,000 | 0.0% | 0.19% | -13.8% |
| Q3 2020 | $562,000 | +0.5% | 9,000 | 0.0% | 0.22% | -2.6% |
| Q2 2020 | $559,000 | +2.6% | 9,000 | 0.0% | 0.23% | -17.3% |
| Q1 2020 | $545,000 | -1.1% | 9,000 | 0.0% | 0.28% | +23.0% |
| Q4 2019 | $551,000 | 0.0% | 9,000 | 0.0% | 0.23% | -7.4% |
| Q3 2019 | $551,000 | +0.9% | 9,000 | 0.0% | 0.24% | -1.6% |
| Q2 2019 | $546,000 | +1.9% | 9,000 | 0.0% | 0.25% | -0.4% |
| Q1 2019 | $536,000 | +1.9% | 9,000 | 0.0% | 0.25% | -9.5% |
| Q4 2018 | $526,000 | +0.8% | 9,000 | 0.0% | 0.28% | +13.6% |
| Q3 2018 | $522,000 | -0.9% | 9,000 | 0.0% | 0.24% | -6.9% |
| Q2 2018 | $527,000 | +0.4% | 9,000 | 0.0% | 0.26% | -0.4% |
| Q1 2018 | $525,000 | -1.3% | 9,000 | 0.0% | 0.26% | -1.9% |
| Q4 2017 | $532,000 | – | 9,000 | – | 0.27% | – |
Download | ||||||
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% |