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 | $267 | -3.3% | 5 | 0.0% | 0.00% | – |
| Q2 2023 | $276 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2023 | $276 | +2.6% | 5 | 0.0% | 0.00% | – |
| Q4 2022 | $269 | -100.0% | 5 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $1,779,000 | -4.0% | 32,806 | -0.1% | 0.39% | +0.3% |
| Q2 2022 | $1,854,000 | -4.8% | 32,841 | -1.9% | 0.38% | +20.3% |
| Q1 2022 | $1,948,000 | -7.1% | 33,478 | -0.5% | 0.32% | -2.7% |
| Q4 2021 | $2,096,000 | -19.0% | 33,634 | -18.9% | 0.33% | -49.1% |
| Q3 2020 | $2,587,000 | – | 41,456 | – | 0.65% | – |
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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% |