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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | -93.0% | 92 | -91.9% | 0.00% | -100.0% |
| Q4 2021 | $71,000 | -96.9% | 1,134 | -96.9% | 0.00% | -96.6% |
| Q3 2021 | $2,282,000 | -45.5% | 36,760 | -45.0% | 0.03% | -39.6% |
| Q2 2021 | $4,184,000 | +135.3% | 66,813 | +133.4% | 0.05% | +71.4% |
| Q1 2021 | $1,778,000 | -75.1% | 28,621 | -74.8% | 0.03% | -72.3% |
| Q4 2020 | $7,138,000 | -21.2% | 113,606 | -21.7% | 0.10% | -21.7% |
| Q3 2020 | $9,058,000 | -63.5% | 145,182 | -63.7% | 0.13% | -64.6% |
| Q2 2020 | $24,842,000 | +31.7% | 399,649 | +28.2% | 0.36% | -53.0% |
| Q1 2020 | $18,864,000 | +774.5% | 311,696 | +785.0% | 0.78% | +1039.7% |
| Q4 2019 | $2,157,000 | – | 35,220 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |