ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,629,740 | -17.2% | 29,718 | -14.0% | 0.97% | -12.7% |
| Q2 2023 | $1,968,392 | -22.0% | 34,564 | -21.3% | 1.11% | -23.2% |
| Q1 2023 | $2,522,548 | -6.3% | 43,932 | -8.4% | 1.44% | -7.0% |
| Q4 2022 | $2,691,069 | +181.2% | 47,961 | +171.7% | 1.55% | +169.2% |
| Q3 2022 | $957,000 | -2.6% | 17,653 | +1.4% | 0.58% | -1.7% |
| Q2 2022 | $983,000 | -87.0% | 17,416 | -86.6% | 0.59% | -84.4% |
| Q1 2022 | $7,574,000 | -6.1% | 130,186 | +0.7% | 3.76% | -1.4% |
| Q4 2021 | $8,062,000 | -6.9% | 129,344 | -7.3% | 3.82% | -11.5% |
| Q3 2021 | $8,657,000 | +3.6% | 139,463 | +4.5% | 4.31% | +3.8% |
| Q2 2021 | $8,358,000 | +6.9% | 133,473 | +6.0% | 4.15% | +10.7% |
| Q1 2021 | $7,822,000 | +6.5% | 125,917 | +7.7% | 3.75% | +2.1% |
| Q4 2020 | $7,347,000 | +6.8% | 116,937 | +6.0% | 3.68% | -3.9% |
| Q3 2020 | $6,882,000 | +5.3% | 110,302 | +4.9% | 3.82% | -6.0% |
| Q2 2020 | $6,534,000 | +10.2% | 105,120 | +7.3% | 4.07% | -13.4% |
| Q1 2020 | $5,928,000 | -9.0% | 97,959 | -7.9% | 4.70% | +9.1% |
| Q4 2019 | $6,515,000 | +2.5% | 106,399 | +2.5% | 4.30% | -0.3% |
| Q3 2019 | $6,359,000 | +10.0% | 103,769 | +9.5% | 4.32% | +6.6% |
| Q2 2019 | $5,779,000 | +21.8% | 94,744 | +19.0% | 4.05% | +22.3% |
| Q1 2019 | $4,746,000 | +20.5% | 79,650 | +18.1% | 3.31% | +4.9% |
| Q4 2018 | $3,940,000 | +15.8% | 67,420 | +14.9% | 3.16% | +11.8% |
| Q3 2018 | $3,402,000 | +103.8% | 58,665 | +105.7% | 2.82% | +80.1% |
| Q2 2018 | $1,669,000 | +36.6% | 28,515 | +36.2% | 1.57% | +15.9% |
| Q1 2018 | $1,222,000 | -18.5% | 20,935 | -17.5% | 1.35% | -31.8% |
| Q4 2017 | $1,500,000 | – | 25,365 | – | 1.98% | – |
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% |