ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,322,896 | -19.4% | 407,055 | -16.3% | 0.48% | -23.4% |
| Q2 2023 | $27,709,991 | +8.1% | 486,567 | +9.0% | 0.63% | -8.1% |
| Q1 2023 | $25,638,662 | -7.2% | 446,511 | -9.3% | 0.68% | -2.3% |
| Q4 2022 | $27,613,975 | +262.0% | 492,140 | +275.3% | 0.70% | +311.2% |
| Q1 2022 | $7,629,000 | +1404.7% | 131,123 | +1513.6% | 0.17% | +1445.5% |
| Q4 2021 | $507,000 | +62.5% | 8,126 | +61.9% | 0.01% | +22.2% |
| Q1 2021 | $312,000 | +6140.0% | 5,019 | +5804.7% | 0.01% | – |
| Q3 2018 | $5,000 | -97.3% | 85 | -97.3% | 0.00% | -100.0% |
| Q1 2018 | $182,000 | +25.5% | 3,121 | +27.1% | 0.01% | +14.3% |
| Q4 2017 | $145,000 | – | 2,455 | – | 0.01% | – |
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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% |