ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,455,548 | +188.3% | 99,481 | +199.4% | 0.03% | +285.7% |
| Q2 2023 | $1,892,336 | +41.9% | 33,228 | +43.1% | 0.01% | +133.3% |
| Q1 2023 | $1,333,178 | -25.8% | 23,218 | -27.5% | 0.00% | -75.0% |
| Q4 2022 | $1,796,137 | +264.3% | 32,011 | +252.3% | 0.01% | +100.0% |
| Q3 2022 | $493,000 | -3.9% | 9,087 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $513,000 | +150.2% | 9,087 | +157.9% | 0.01% | +100.0% |
| Q1 2022 | $205,000 | -74.4% | 3,524 | -72.6% | 0.00% | -75.0% |
| Q4 2021 | $800,000 | -30.9% | 12,841 | -31.1% | 0.01% | -52.0% |
| Q3 2021 | $1,157,000 | +6.3% | 18,631 | +7.2% | 0.02% | +4.2% |
| Q2 2021 | $1,088,000 | -5.7% | 17,380 | -6.5% | 0.02% | -11.1% |
| Q1 2021 | $1,154,000 | -6.4% | 18,582 | -5.3% | 0.03% | -32.5% |
| Q4 2020 | $1,233,000 | – | 19,631 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 316,849 | $17,376,000 | 9.65% |
| MYECFO, LLC | 192,588 | $10,553,257 | 7.32% |
| Manhattan West Asset Management, LLC | 436,703 | $23,647,467 | 7.28% |
| Brio Consultants, LLC | 511,684 | $28,060,742 | 5.27% |
| Slow Capital, Inc. | 451,533 | $24,762,053 | 4.55% |
| Opes Wealth Management LLC | 278,281 | $15,260,930 | 4.23% |
| Creative Capital Management Investments LLC | 70,180 | $3,848,671 | 2.64% |
| Certus Wealth Management, LLC | 50,049 | $2,744,687 | 2.62% |
| Rinkey Investments | 93,864 | $5,147,502 | 2.36% |
| Warren Street Wealth Advisors, LLC | 56,375 | $3,091,605 | 2.04% |