ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,806 | +13.4% | 9,278 | +17.8% | 0.06% | +26.7% |
| Q2 2023 | $448,653 | +14.7% | 7,878 | +15.6% | 0.04% | +4.7% |
| Q1 2023 | $391,146 | +16.7% | 6,812 | +14.0% | 0.04% | +4.9% |
| Q4 2022 | $335,257 | +3.5% | 5,975 | 0.0% | 0.04% | -2.4% |
| Q3 2022 | $324,000 | -20.0% | 5,975 | -16.7% | 0.04% | -16.0% |
| Q2 2022 | $405,000 | -16.8% | 7,169 | -14.4% | 0.05% | -16.7% |
| Q1 2022 | $487,000 | -50.1% | 8,379 | -46.4% | 0.06% | -48.7% |
| Q4 2021 | $975,000 | -17.9% | 15,645 | -18.2% | 0.12% | -24.5% |
| Q3 2021 | $1,187,000 | +70.1% | 19,116 | +71.4% | 0.16% | +64.9% |
| Q2 2021 | $698,000 | +0.7% | 11,150 | 0.0% | 0.09% | -10.5% |
| Q1 2021 | $693,000 | +11.4% | 11,150 | +12.6% | 0.10% | +6.1% |
| Q4 2020 | $622,000 | +10.5% | 9,900 | +9.7% | 0.10% | -3.9% |
| Q3 2020 | $563,000 | +2.2% | 9,025 | +1.8% | 0.10% | -8.0% |
| Q2 2020 | $551,000 | +80.1% | 8,865 | +77.3% | 0.11% | +83.6% |
| Q4 2019 | $306,000 | – | 5,000 | – | 0.06% | – |
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% |