ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $843,000 | -0.5% | 14,150 | -2.4% | 0.13% | +63.6% |
| Q4 2018 | $847,000 | +0.7% | 14,499 | 0.0% | 0.08% | -30.6% |
| Q3 2018 | $841,000 | -16.5% | 14,499 | -15.7% | 0.11% | -26.0% |
| Q2 2018 | $1,007,000 | +2.1% | 17,199 | +1.8% | 0.15% | +1.4% |
| Q1 2018 | $986,000 | -0.9% | 16,899 | +0.4% | 0.15% | -3.3% |
| Q4 2017 | $995,000 | -63.4% | 16,824 | -26.7% | 0.15% | -64.5% |
| Q3 2017 | $2,721,000 | -3.7% | 22,962 | -4.4% | 0.43% | -8.3% |
| Q2 2017 | $2,827,000 | +1.2% | 24,022 | 0.0% | 0.47% | +0.9% |
| Q1 2017 | $2,794,000 | +0.5% | 24,022 | -0.2% | 0.47% | -23.9% |
| Q4 2016 | $2,780,000 | +0.9% | 24,072 | +5.5% | 0.61% | -6.8% |
| Q3 2016 | $2,754,000 | -25.1% | 22,822 | -24.2% | 0.66% | -23.3% |
| Q2 2016 | $3,675,000 | +3.9% | 30,112 | +1.6% | 0.86% | +15.7% |
| Q1 2016 | $3,537,000 | +172.1% | 29,650 | +169.5% | 0.74% | +143.8% |
| Q4 2015 | $1,300,000 | – | 11,000 | – | 0.30% | – |
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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% |