ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,950,694 | -5.0% | 90,275 | -1.3% | 0.16% | -1.8% |
| Q2 2023 | $5,209,456 | -12.4% | 91,474 | -11.7% | 0.17% | -16.4% |
| Q1 2023 | $5,947,917 | +195.5% | 103,586 | +188.8% | 0.20% | +131.0% |
| Q4 2022 | $2,012,863 | +19.6% | 35,873 | +15.6% | 0.09% | +13.0% |
| Q3 2022 | $1,683,000 | +7.2% | 31,033 | +11.6% | 0.08% | +6.9% |
| Q2 2022 | $1,570,000 | -22.5% | 27,815 | -20.1% | 0.07% | -10.0% |
| Q1 2022 | $2,027,000 | -57.9% | 34,826 | -55.0% | 0.08% | -55.3% |
| Q4 2021 | $4,820,000 | +0.2% | 77,328 | -0.2% | 0.18% | -7.7% |
| Q3 2021 | $4,809,000 | +3.1% | 77,472 | +4.0% | 0.19% | -2.0% |
| Q2 2021 | $4,665,000 | +1.9% | 74,500 | +1.0% | 0.20% | -8.3% |
| Q1 2021 | $4,580,000 | +30.1% | 73,726 | +31.6% | 0.22% | +13.1% |
| Q4 2020 | $3,520,000 | +5.9% | 56,024 | +5.1% | 0.19% | -7.3% |
| Q3 2020 | $3,325,000 | +2.0% | 53,287 | +1.6% | 0.21% | -3.3% |
| Q2 2020 | $3,261,000 | +5.9% | 52,464 | +3.1% | 0.21% | -14.5% |
| Q1 2020 | $3,078,000 | +5.4% | 50,871 | +6.6% | 0.25% | +13.7% |
| Q4 2019 | $2,921,000 | +2.9% | 47,710 | +2.9% | 0.22% | -9.9% |
| Q3 2019 | $2,840,000 | +110.2% | 46,344 | +108.0% | 0.24% | +84.1% |
| Q2 2019 | $1,351,000 | +58.4% | 22,278 | +55.6% | 0.13% | +37.5% |
| Q1 2019 | $853,000 | +93.0% | 14,320 | +89.1% | 0.10% | +54.8% |
| Q4 2018 | $442,000 | +20.4% | 7,573 | +19.6% | 0.06% | +34.8% |
| Q3 2018 | $367,000 | +24.8% | 6,330 | +25.7% | 0.05% | +9.5% |
| Q2 2018 | $294,000 | +81.5% | 5,035 | +81.1% | 0.04% | +68.0% |
| Q1 2018 | $162,000 | +10.2% | 2,780 | +12.1% | 0.02% | +4.2% |
| Q4 2017 | $147,000 | +47.0% | 2,480 | +47.7% | 0.02% | +41.2% |
| Q3 2017 | $100,000 | +23.5% | 1,679 | +146.9% | 0.02% | +13.3% |
| Q2 2017 | $81,000 | +12.5% | 680 | +10.4% | 0.02% | +114.3% |
| Q1 2017 | $72,000 | +260.0% | 616 | +256.1% | 0.01% | +40.0% |
| Q4 2016 | $20,000 | – | 173 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leisure Capital Management | 448,426 | $25,318,000 | 13.14% |
| Orin Green Financial, LLC | 264,357 | $14,974,000 | 9.36% |
| Slow Capital, Inc. | 468,969 | $26,478,000 | 6.43% |
| Manhattan West Asset Management, LLC | 95,946 | $5,417,000 | 3.27% |
| Financial Connections Group, Inc. | 63,981 | $3,612,000 | 3.18% |
| Warren Street Wealth Advisors, LLC | 58,215 | $3,287,000 | 3.18% |
| Navalign, LLC | 94,639 | $5,343,000 | 2.33% |
| Waypoint Wealth Partners Inc. | 95,315 | $5,381,000 | 2.06% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 1.82% |
| Caerus Investment Advisors, LLC | 26,264 | $1,483,000 | 1.80% |