ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,065,351 | +17.3% | 19,674 | +23.3% | 0.25% | +5.1% |
| Q2 2023 | $908,469 | +12.8% | 15,952 | +13.8% | 0.24% | +2.2% |
| Q1 2023 | $805,099 | +15.6% | 14,021 | +13.0% | 0.23% | +5.9% |
| Q4 2022 | $696,349 | -34.3% | 12,410 | -36.5% | 0.22% | -41.4% |
| Q3 2022 | $1,060,000 | -4.3% | 19,558 | -0.3% | 0.37% | -0.3% |
| Q2 2022 | $1,108,000 | -29.6% | 19,622 | -27.4% | 0.38% | -16.3% |
| Q1 2022 | $1,573,000 | -15.5% | 27,032 | -9.5% | 0.45% | -10.6% |
| Q4 2021 | $1,862,000 | +50.4% | 29,876 | +49.8% | 0.50% | +27.5% |
| Q3 2021 | $1,238,000 | +56.9% | 19,947 | +58.3% | 0.39% | +52.3% |
| Q2 2021 | $789,000 | -29.9% | 12,599 | -30.5% | 0.26% | -36.0% |
| Q1 2021 | $1,126,000 | – | 18,119 | – | 0.40% | – |
Download | ||||||
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% |