ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 6 filers reported holding ISHARES TR in Q4 2023. 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 ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |