ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,719 | +9.7% | 7,380 | +13.9% | 0.00% | 0.0% |
| Q2 2023 | $368,865 | -0.8% | 6,477 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $371,909 | -86.8% | 6,477 | -87.1% | 0.00% | -88.2% |
| Q4 2022 | $2,823,455 | +1270.6% | 50,320 | +1416.6% | 0.03% | +1600.0% |
| Q4 2021 | $206,000 | +0.5% | 3,318 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $205,000 | -8.9% | 3,318 | -7.8% | 0.00% | 0.0% |
| Q2 2021 | $225,000 | +0.9% | 3,597 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $223,000 | -31.4% | 3,597 | -30.6% | 0.00% | -42.9% |
| Q4 2020 | $325,000 | – | 5,184 | – | 0.01% | – |
Download | ||||||
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% |