ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 204 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,010 | -3.7% | 7,750 | 0.0% | 0.14% | -2.1% |
| Q2 2023 | $441,362 | -0.8% | 7,750 | 0.0% | 0.14% | +0.7% |
| Q1 2023 | $445,005 | +102200.0% | 7,750 | 0.0% | 0.14% | -2.7% |
| Q4 2022 | $435 | -99.8% | 7,750 | +96.2% | 0.15% | +82.7% |
| Q3 2022 | $214,000 | -4.0% | 3,950 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $223,000 | – | 3,950 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |