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 | $243,983 | -49.9% | 4,449 | -48.0% | 0.07% | -44.6% |
| Q2 2023 | $487,036 | +5.4% | 8,552 | +6.3% | 0.13% | +1.6% |
| Q1 2023 | $461,943 | +28.3% | 8,045 | +30.0% | 0.13% | +36.2% |
| Q1 2022 | $360,000 | -67.1% | 6,188 | -64.8% | 0.09% | -64.8% |
| Q4 2021 | $1,094,000 | +0.4% | 17,558 | 0.0% | 0.27% | -6.6% |
| Q3 2021 | $1,090,000 | +26.0% | 17,558 | +27.2% | 0.29% | +21.7% |
| Q2 2021 | $865,000 | – | 13,808 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 386,593 | $24,096,000 | 4.12% |
| Towerpoint Wealth, LLC | 129,344 | $8,062,000 | 3.82% |
| Bradley & Co. Private Wealth Management, LLC | 50,376 | $3,140,000 | 2.52% |
| MISSION WEALTH MANAGEMENT, LP | 878,905 | $54,782,000 | 2.46% |
| SELDON CAPITAL LP | 60,078 | $3,745,000 | 2.41% |
| Opes Wealth Management LLC | 117,909 | $7,349,000 | 2.28% |
| Omega Financial Group, LLC | 67,059 | $4,180,000 | 1.85% |
| Boltwood Capital Management | 73,472 | $4,580,000 | 1.69% |
| Safeguard Investment Advisory Group, LLC | 45,654 | $2,845,000 | 1.66% |
| Orin Green Financial, LLC | 37,496 | $2,253,000 | 1.63% |