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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Leisure Capital Management | 448,426 | $25,318,000 | 13.14% |
| Orin Green Financial, LLC | 264,357 | $14,974,000 | 9.36% |
| Slow Capital, Inc. | 468,969 | $26,478,000 | 6.43% |
| Manhattan West Asset Management, LLC | 95,946 | $5,417,000 | 3.27% |
| Financial Connections Group, Inc. | 63,981 | $3,612,000 | 3.18% |
| Warren Street Wealth Advisors, LLC | 58,215 | $3,287,000 | 3.18% |
| Navalign, LLC | 94,639 | $5,343,000 | 2.33% |
| Waypoint Wealth Partners Inc. | 95,315 | $5,381,000 | 2.06% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 1.82% |
| Caerus Investment Advisors, LLC | 26,264 | $1,483,000 | 1.80% |