ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $302,058 | -0.8% | 5,304 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $304,551 | -25.6% | 5,304 | -27.3% | 0.01% | -35.0% |
| Q4 2022 | $409,098 | -49.4% | 7,291 | -51.1% | 0.02% | -52.4% |
| Q3 2022 | $808,000 | -61.2% | 14,900 | -58.4% | 0.04% | -51.7% |
| Q1 2022 | $2,083,000 | +1.0% | 35,800 | +8.2% | 0.09% | -2.2% |
| Q4 2021 | $2,063,000 | +19.5% | 33,100 | +19.1% | 0.09% | +3.5% |
| Q3 2021 | $1,726,000 | +220.2% | 27,800 | +223.3% | 0.09% | +218.5% |
| Q2 2021 | $539,000 | – | 8,600 | – | 0.03% | – |
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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% |