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 | $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 ↓ |
|---|---|---|---|
| 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% |