Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$103,484
+172.6%
1,887
+182.9%
0.00%
Q2 2023$37,963
+259.9%
667
+254.8%
0.00%
Q4 2022$10,549
-4.1%
188
-4.6%
0.00%
Q3 2022$11,000
-38.9%
197
-36.9%
0.00%
Q2 2022$18,000
-5.3%
312
-1.9%
0.00%
Q1 2022$19,000
-58.7%
318
-57.0%
0.00%
-100.0%
Q4 2021$46,000
+130.0%
739
+132.4%
0.00%
Q3 2021$20,0000.0%3180.0%0.00%
Q2 2021$20,000
+66.7%
318
+63.9%
0.00%
Q1 2021$12,0000.0%1940.0%0.00%
Q4 2020$12,0000.0%1940.0%0.00%
Q3 2020$12,0000.0%1940.0%0.00%
Q2 2020$12,0000.0%1940.0%0.00%
Q1 2020$12,0000.0%1940.0%0.00%
Q4 2019$12,0000.0%1940.0%0.00%
Q3 2019$12,0000.0%1940.0%0.00%
Q2 2019$12,0000.0%1940.0%0.00%
-100.0%
Q1 2019$12,000
+9.1%
1940.0%0.00%0.0%
Q4 2018$11,0000.0%1940.0%0.00%
Q3 2018$11,0000.0%194
+3.2%
0.00%
-100.0%
Q2 2018$11,0000.0%1880.0%0.00%0.0%
Q1 2018$11,0000.0%1880.0%0.00%0.0%
Q4 2017$11,0000.0%188
+100.0%
0.00%0.0%
Q3 2017$11,0000.0%940.0%0.00%0.0%
Q2 2017$11,0000.0%940.0%0.00%0.0%
Q1 2017$11,0000.0%940.0%0.00%0.0%
Q4 2016$11,0000.0%940.0%0.00%0.0%
Q3 2016$11,0000.0%940.0%0.00%0.0%
Q2 2016$11,0000.0%940.0%0.00%0.0%
Q1 2016$11,0000.0%940.0%0.00%
-50.0%
Q4 2015$11,0000.0%940.0%0.00%
-50.0%
Q3 2015$11,0000.0%940.0%0.00%0.0%
Q2 2015$11,0000.0%940.0%0.00%0.0%
Q1 2015$11,000940.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Leisure Capital Management 448,426$25,318,00013.14%
Orin Green Financial, LLC 264,357$14,974,0009.36%
Slow Capital, Inc. 468,969$26,478,0006.43%
Manhattan West Asset Management, LLC 95,946$5,417,0003.27%
Financial Connections Group, Inc. 63,981$3,612,0003.18%
Warren Street Wealth Advisors, LLC 58,215$3,287,0003.18%
Navalign, LLC 94,639$5,343,0002.33%
Waypoint Wealth Partners Inc. 95,315$5,381,0002.06%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0001.82%
Caerus Investment Advisors, LLC 26,264$1,483,0001.80%
View complete list of ISHARES TR shareholders