ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,115,884 | -16.2% | 20,348 | -12.9% | 0.24% | -0.8% |
| Q2 2023 | $1,331,149 | -2.7% | 23,374 | -1.9% | 0.25% | -8.9% |
| Q1 2023 | $1,367,974 | +4.8% | 23,824 | +2.4% | 0.27% | -1.1% |
| Q4 2022 | $1,305,624 | +7.0% | 23,269 | +3.4% | 0.27% | +5.8% |
| Q3 2022 | $1,220,000 | -4.7% | 22,494 | -0.8% | 0.26% | +0.8% |
| Q2 2022 | $1,280,000 | -10.9% | 22,674 | -8.2% | 0.26% | +9.4% |
| Q1 2022 | $1,437,000 | -0.8% | 24,691 | +6.2% | 0.24% | +4.4% |
| Q4 2021 | $1,449,000 | -4.2% | 23,241 | -4.6% | 0.22% | -10.7% |
| Q3 2021 | $1,513,000 | -2.3% | 24,372 | -1.4% | 0.25% | -6.3% |
| Q2 2021 | $1,549,000 | -4.1% | 24,729 | -4.9% | 0.27% | -15.7% |
| Q1 2021 | $1,615,000 | +5.2% | 25,996 | +6.4% | 0.32% | -0.6% |
| Q4 2020 | $1,535,000 | +6.8% | 24,438 | +6.0% | 0.32% | -2.4% |
| Q3 2020 | $1,437,000 | +13.4% | 23,060 | +12.9% | 0.33% | +10.8% |
| Q2 2020 | $1,267,000 | +6.3% | 20,426 | +3.7% | 0.30% | -12.9% |
| Q1 2020 | $1,192,000 | -1.7% | 19,698 | -0.5% | 0.34% | +16.0% |
| Q4 2019 | $1,212,000 | +18.9% | 19,789 | +19.0% | 0.29% | -13.0% |
| Q3 2019 | $1,019,000 | +3.6% | 16,630 | +2.5% | 0.34% | +20.7% |
| Q2 2019 | $984,000 | -9.4% | 16,230 | -11.0% | 0.28% | -10.3% |
| Q1 2019 | $1,086,000 | +3.0% | 18,230 | +1.1% | 0.31% | -8.5% |
| Q4 2018 | $1,054,000 | -2.2% | 18,040 | -4.1% | 0.34% | -2.8% |
| Q3 2018 | $1,078,000 | +0.7% | 18,810 | +2.9% | 0.35% | 0.0% |
| Q2 2018 | $1,070,000 | +0.3% | 18,280 | 0.0% | 0.35% | -5.1% |
| Q1 2018 | $1,067,000 | -5.0% | 18,280 | -3.7% | 0.37% | -5.6% |
| Q4 2017 | $1,123,000 | -2.7% | 18,980 | +94.9% | 0.39% | -19.3% |
| Q3 2017 | $1,154,000 | +1.6% | 9,740 | +0.9% | 0.49% | -13.4% |
| Q2 2017 | $1,136,000 | -0.9% | 9,655 | -2.0% | 0.56% | -4.4% |
| Q1 2017 | $1,146,000 | -2.3% | 9,855 | -3.0% | 0.59% | -5.3% |
| Q4 2016 | $1,173,000 | – | 10,155 | – | 0.62% | – |
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% |