EVOKE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$25,000
-3.8%
4520.0%0.00%0.0%
Q2 2022$26,0000.0%4520.0%0.00%0.0%
Q1 2022$26,000
-7.1%
4520.0%0.00%0.0%
Q4 2021$28,0000.0%4520.0%0.00%0.0%
Q3 2021$28,0000.0%4520.0%0.00%0.0%
Q2 2021$28,0000.0%4520.0%0.00%0.0%
Q1 2021$28,0000.0%4520.0%0.00%
-50.0%
Q4 2020$28,0000.0%4520.0%0.00%0.0%
Q3 2020$28,0000.0%4520.0%0.00%
-33.3%
Q2 2020$28,000
-99.9%
4520.0%0.00%
-25.0%
Q1 2020$27,355,000
-1.2%
4520.0%0.00%
+33.3%
Q3 2019$27,698,0004520.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Orin Green Financial, LLC 316,849$17,376,0009.65%
MYECFO, LLC 192,588$10,553,2577.32%
Manhattan West Asset Management, LLC 436,703$23,647,4677.28%
Brio Consultants, LLC 511,684$28,060,7425.27%
Slow Capital, Inc. 451,533$24,762,0534.55%
Opes Wealth Management LLC 278,281$15,260,9304.23%
Creative Capital Management Investments LLC 70,180$3,848,6712.64%
Certus Wealth Management, LLC 50,049$2,744,6872.62%
Rinkey Investments 93,864$5,147,5022.36%
Warren Street Wealth Advisors, LLC 56,375$3,091,6052.04%
View complete list of ISHARES TR shareholders