ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,934 | -3.7% | 8,478 | 0.0% | 0.03% | -6.1% |
| Q2 2023 | $482,822 | -0.8% | 8,478 | 0.0% | 0.03% | -5.7% |
| Q1 2023 | $486,807 | +2.3% | 8,478 | 0.0% | 0.04% | -2.8% |
| Q4 2022 | $475,701 | -46.8% | 8,478 | -48.6% | 0.04% | -48.6% |
| Q3 2022 | $895,000 | +0.9% | 16,503 | +5.1% | 0.07% | +9.4% |
| Q2 2022 | $887,000 | -20.8% | 15,703 | -18.4% | 0.06% | -11.1% |
| Q1 2022 | $1,120,000 | -25.1% | 19,253 | -19.7% | 0.07% | -26.5% |
| Q4 2021 | $1,495,000 | +202.0% | 23,978 | +200.6% | 0.10% | +164.9% |
| Q3 2021 | $495,000 | – | 7,978 | – | 0.04% | – |
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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% |