ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $42,000 | -4.5% | 773 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $44,000 | -57.3% | 773 | -56.4% | 0.03% | -51.8% |
| Q1 2022 | $103,000 | -7.2% | 1,773 | 0.0% | 0.06% | -1.8% |
| Q4 2021 | $111,000 | -6.7% | 1,773 | -7.8% | 0.06% | -14.9% |
| Q3 2021 | $119,000 | -0.8% | 1,923 | 0.0% | 0.07% | -4.3% |
| Q2 2021 | $120,000 | – | 1,923 | – | 0.07% | – |
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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% |