ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,891,532 | +12.3% | 125,666 | +16.6% | 0.24% | +16.2% |
| Q2 2023 | $6,138,504 | -0.5% | 107,788 | +0.3% | 0.21% | -3.7% |
| Q1 2023 | $6,171,072 | +1022.0% | 107,473 | +1002.9% | 0.22% | +603.2% |
| Q2 2022 | $550,000 | -2.5% | 9,745 | +0.5% | 0.03% | +6.9% |
| Q1 2022 | $564,000 | -6.5% | 9,701 | +0.3% | 0.03% | 0.0% |
| Q4 2021 | $603,000 | +1.0% | 9,675 | +0.5% | 0.03% | -9.4% |
| Q3 2021 | $597,000 | -0.5% | 9,625 | +0.4% | 0.03% | 0.0% |
| Q2 2021 | $600,000 | +1.2% | 9,589 | +0.4% | 0.03% | -15.8% |
| Q1 2021 | $593,000 | -8.5% | 9,550 | -7.4% | 0.04% | -17.4% |
| Q4 2020 | $648,000 | +1.2% | 10,318 | +0.6% | 0.05% | -14.8% |
| Q3 2020 | $640,000 | – | 10,260 | – | 0.05% | – |
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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% |