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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |