ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 204 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $978,839 | -14.0% | 17,849 | -10.7% | 0.01% | -12.5% |
| Q2 2023 | $1,137,690 | +26.5% | 19,977 | +24.7% | 0.02% | 0.0% |
| Q1 2023 | $899,051 | 0.0% | 16,023 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $899,051 | -41.5% | 16,023 | -43.5% | 0.02% | -48.4% |
| Q3 2022 | $1,536,000 | +38.8% | 28,335 | +44.5% | 0.03% | +40.9% |
| Q2 2022 | $1,107,000 | – | 19,607 | – | 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% |