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 | $3,091,605 | -5.9% | 56,375 | -2.3% | 2.04% | -5.6% |
| Q2 2023 | $3,284,477 | -1.3% | 57,673 | -0.5% | 2.17% | -8.6% |
| Q1 2023 | $3,326,800 | -1.2% | 57,938 | -3.5% | 2.37% | -12.4% |
| Q4 2022 | $3,367,834 | +12.9% | 60,022 | +9.1% | 2.70% | -10.0% |
| Q3 2022 | $2,983,000 | -9.2% | 55,015 | -5.5% | 3.00% | -5.4% |
| Q2 2022 | $3,287,000 | +44.4% | 58,215 | +48.8% | 3.18% | +59.8% |
| Q1 2022 | $2,276,000 | – | 39,115 | – | 1.99% | – |
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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% |