ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,690,224 | -8.2% | 30,821 | -4.6% | 0.97% | -4.1% |
| Q2 2023 | $1,840,283 | -8.7% | 32,314 | -7.9% | 1.01% | -12.2% |
| Q1 2023 | $2,015,557 | -53.2% | 35,102 | -54.3% | 1.16% | -48.1% |
| Q4 2022 | $4,310,314 | +1194.4% | 76,819 | +1149.9% | 2.23% | +1002.5% |
| Q3 2022 | $333,000 | -98.7% | 6,146 | -98.6% | 0.20% | -98.5% |
| Q2 2022 | $25,318,000 | +6459.1% | 448,426 | +7017.9% | 13.14% | +4152.8% |
| Q4 2019 | $386,000 | – | 6,300 | – | 0.31% | – |
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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% |