Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$10,268,000
+4325.9%
96,437
+2512.1%
1.04%
+3045.5%
Q4 2020$232,000
+0.4%
3,692
-0.5%
0.03%
-5.7%
Q3 2020$231,000
-1.3%
3,710
-1.5%
0.04%
-14.6%
Q2 2020$234,000
+3.1%
3,766
+0.3%
0.04%
-8.9%
Q1 2020$227,000
-1.3%
3,755
-0.1%
0.04%
+12.5%
Q4 2019$230,0003,7590.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Orin Green Financial, LLC 310,721$16,845,00010.95%
Financial Connections Group, Inc. 189,773$10,289,0008.68%
Brio Consultants, LLC 449,642$24,303,0005.14%
Slow Capital, Inc. 427,779$23,194,0005.01%
Manhattan West Asset Management, LLC 142,277$7,714,0004.77%
Opes Wealth Management LLC 198,657$10,771,0004.31%
Warren Street Wealth Advisors, LLC 55,015$2,983,0003.00%
Navalign, LLC 98,878$5,361,0002.41%
Caerus Investment Advisors, LLC 26,264$1,424,0001.80%
Waypoint Wealth Partners Inc. 75,115$4,073,0001.72%
View complete list of ISHARES TR shareholders