ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,260,930 | +7.0% | 278,281 | +11.1% | 4.23% | +4.5% |
| Q2 2023 | $14,258,856 | +0.8% | 250,375 | +1.6% | 4.04% | -11.3% |
| Q1 2023 | $14,146,221 | +16.8% | 246,364 | +14.2% | 4.56% | +3.7% |
| Q4 2022 | $12,108,145 | +12.4% | 215,793 | +8.6% | 4.40% | +2.1% |
| Q3 2022 | $10,771,000 | +5078.4% | 198,657 | +5298.3% | 4.31% | +5089.2% |
| Q2 2022 | $208,000 | -97.6% | 3,680 | -97.5% | 0.08% | -97.0% |
| Q1 2022 | $8,627,000 | +17.4% | 148,287 | +25.8% | 2.81% | +23.0% |
| Q4 2021 | $7,349,000 | +12.2% | 117,909 | +11.8% | 2.28% | -1.5% |
| Q3 2021 | $6,549,000 | +29.2% | 105,502 | +30.3% | 2.32% | +23.5% |
| Q2 2021 | $5,069,000 | -16.4% | 80,946 | -17.0% | 1.88% | -20.6% |
| Q1 2021 | $6,061,000 | +783.5% | 97,566 | +793.5% | 2.36% | +614.2% |
| Q4 2020 | $686,000 | -55.8% | 10,919 | -56.1% | 0.33% | -55.4% |
| Q3 2020 | $1,553,000 | +0.4% | 24,897 | +0.1% | 0.74% | -5.8% |
| Q2 2020 | $1,547,000 | – | 24,884 | – | 0.79% | – |
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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% |