ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
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 | 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% |