ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,147,502 | +2.0% | 93,864 | +5.9% | 2.36% | +2.2% |
| Q2 2023 | $5,046,738 | +153.4% | 88,617 | +155.5% | 2.31% | +121.3% |
| Q1 2023 | $1,991,326 | +13.6% | 34,680 | +11.0% | 1.04% | -0.6% |
| Q4 2022 | $1,752,876 | +40.1% | 31,240 | +37.8% | 1.05% | +11.0% |
| Q3 2022 | $1,251,000 | +205.9% | 22,666 | +220.8% | 0.94% | +161.8% |
| Q2 2022 | $409,000 | -1.9% | 7,066 | -4.6% | 0.36% | -12.4% |
| Q1 2022 | $417,000 | -13.7% | 7,408 | -5.5% | 0.41% | -7.2% |
| Q4 2021 | $483,000 | – | 7,837 | – | 0.44% | – |
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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% |