ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,466,434 | +9.2% | 136,149 | +13.4% | 0.06% | +12.3% |
| Q2 2023 | $6,838,337 | +2.3% | 120,076 | +3.2% | 0.06% | -1.7% |
| Q1 2023 | $6,683,216 | +19.4% | 116,392 | +16.7% | 0.06% | +11.5% |
| Q4 2022 | $5,597,692 | +677.5% | 99,763 | +651.3% | 0.05% | +271.4% |
| Q3 2022 | $720,000 | -4.9% | 13,279 | -1.0% | 0.01% | +16.7% |
| Q2 2022 | $757,000 | +3.3% | 13,415 | +6.5% | 0.01% | +9.1% |
| Q1 2022 | $733,000 | -9.4% | 12,601 | -2.9% | 0.01% | -8.3% |
| Q4 2021 | $809,000 | +3.6% | 12,975 | +3.1% | 0.01% | 0.0% |
| Q3 2021 | $781,000 | -15.9% | 12,579 | -15.2% | 0.01% | -20.0% |
| Q2 2021 | $929,000 | +39.3% | 14,837 | +38.2% | 0.02% | +15.4% |
| Q1 2021 | $667,000 | +2.0% | 10,738 | +3.1% | 0.01% | 0.0% |
| Q4 2020 | $654,000 | – | 10,416 | – | 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% |