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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |