ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,527,372 | +2.3% | 26,600 | 0.0% | 0.14% | +4.3% |
| Q4 2022 | $1,492,526 | +3.5% | 26,600 | 0.0% | 0.14% | +2.2% |
| Q3 2022 | $1,442,000 | -7.4% | 26,600 | -3.6% | 0.14% | +8.9% |
| Q2 2022 | $1,557,000 | -3.0% | 27,585 | 0.0% | 0.12% | +4.2% |
| Q1 2022 | $1,605,000 | -6.6% | 27,585 | 0.0% | 0.12% | +12.3% |
| Q4 2021 | $1,719,000 | +0.4% | 27,585 | 0.0% | 0.11% | -14.5% |
| Q3 2021 | $1,712,000 | -0.9% | 27,585 | 0.0% | 0.12% | -12.1% |
| Q2 2021 | $1,727,000 | +0.8% | 27,585 | 0.0% | 0.14% | -11.9% |
| Q1 2021 | $1,714,000 | -1.1% | 27,585 | 0.0% | 0.16% | -16.7% |
| Q4 2020 | $1,733,000 | +0.7% | 27,585 | 0.0% | 0.19% | -16.5% |
| Q3 2020 | $1,721,000 | +0.3% | 27,585 | 0.0% | 0.23% | -22.8% |
| Q2 2020 | $1,715,000 | +2.8% | 27,585 | 0.0% | 0.30% | -24.0% |
| Q1 2020 | $1,669,000 | -1.2% | 27,585 | 0.0% | 0.39% | +44.1% |
| Q4 2019 | $1,689,000 | +51.8% | 27,585 | +51.9% | 0.27% | +43.2% |
| Q3 2019 | $1,113,000 | +6.9% | 18,156 | +5.7% | 0.19% | -12.8% |
| Q2 2019 | $1,041,000 | +10.2% | 17,171 | +8.3% | 0.22% | +53.5% |
| Q1 2019 | $945,000 | – | 15,850 | – | 0.14% | – |
Download | ||||||
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% |