ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,640,394 | -0.6% | 102,853 | +3.2% | 0.07% | -24.7% |
| Q2 2023 | $5,673,853 | +0.4% | 99,629 | +1.2% | 0.09% | -3.1% |
| Q1 2023 | $5,651,938 | -2.1% | 98,432 | -4.3% | 0.10% | -14.3% |
| Q4 2022 | $5,772,924 | +5.7% | 102,886 | +2.1% | 0.11% | -8.2% |
| Q3 2022 | $5,461,000 | +3.8% | 100,756 | +8.2% | 0.12% | +9.9% |
| Q2 2022 | $5,259,000 | +257.5% | 93,135 | +268.3% | 0.11% | +455.0% |
| Q1 2022 | $1,471,000 | +130.6% | 25,289 | +147.1% | 0.02% | +17.6% |
| Q4 2021 | $638,000 | -58.1% | 10,236 | -57.9% | 0.02% | -68.5% |
| Q2 2021 | $1,522,000 | +46.1% | 24,299 | +44.8% | 0.05% | -15.6% |
| Q1 2021 | $1,042,000 | -16.1% | 16,779 | -15.1% | 0.06% | -24.7% |
| Q4 2020 | $1,242,000 | +4.5% | 19,761 | +3.8% | 0.08% | -26.1% |
| Q3 2020 | $1,188,000 | +2.9% | 19,045 | +2.6% | 0.12% | -0.9% |
| Q2 2020 | $1,154,000 | – | 18,560 | – | 0.12% | – |
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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% |