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
| 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 ↓ |
|---|---|---|---|
| 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% |