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 | $240,332 | -3.7% | 4,382 | +0.0% | 0.11% | -0.9% |
| Q2 2023 | $249,472 | -22.5% | 4,381 | -21.8% | 0.11% | -25.2% |
| Q1 2023 | $321,713 | +2.4% | 5,603 | +0.0% | 0.15% | -8.1% |
| Q4 2022 | $314,305 | +3.4% | 5,602 | +0.1% | 0.16% | -8.6% |
| Q3 2022 | $304,000 | -14.4% | 5,599 | -11.0% | 0.18% | -11.6% |
| Q2 2022 | $355,000 | -3.0% | 6,289 | +0.0% | 0.20% | +11.2% |
| Q1 2022 | $366,000 | -10.5% | 6,288 | -4.1% | 0.18% | -9.6% |
| Q4 2021 | $409,000 | -3.5% | 6,555 | -3.9% | 0.20% | -14.3% |
| Q3 2021 | $424,000 | -0.7% | 6,823 | +0.0% | 0.23% | -4.6% |
| Q2 2021 | $427,000 | -21.1% | 6,822 | -21.7% | 0.24% | -27.4% |
| Q1 2021 | $541,000 | -7.7% | 8,713 | -6.6% | 0.33% | -9.0% |
| Q4 2020 | $586,000 | -11.9% | 9,332 | -12.4% | 0.36% | -4.7% |
| Q3 2020 | $665,000 | +1.7% | 10,653 | +1.3% | 0.38% | +0.5% |
| Q2 2020 | $654,000 | +14.5% | 10,516 | +11.5% | 0.38% | +2.1% |
| Q1 2020 | $571,000 | +0.2% | 9,434 | +1.4% | 0.37% | +22.3% |
| Q4 2019 | $570,000 | +73.8% | 9,304 | +72.8% | 0.30% | +75.3% |
| Q3 2019 | $328,000 | -21.3% | 5,385 | -21.8% | 0.17% | -23.3% |
| Q2 2019 | $417,000 | +0.2% | 6,884 | 0.0% | 0.23% | +94.0% |
| Q1 2019 | $416,000 | – | 6,884 | – | 0.12% | – |
Download | ||||||
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% |