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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,529,340 | +46.8% | 26,413 | +39.0% | 0.08% | +14.9% |
| Q3 2023 | $1,041,887 | -2.2% | 18,999 | +1.6% | 0.07% | -2.6% |
| Q2 2023 | $1,065,036 | +25.2% | 18,701 | +23.4% | 0.08% | -2.6% |
| Q4 2022 | $850,600 | -13.3% | 15,160 | -16.2% | 0.08% | -31.6% |
| Q3 2022 | $981,000 | -5.4% | 18,084 | -1.5% | 0.11% | -8.1% |
| Q2 2022 | $1,037,000 | -2.6% | 18,361 | +0.3% | 0.12% | -17.3% |
| Q1 2022 | $1,065,000 | -9.7% | 18,314 | -3.2% | 0.15% | 0.0% |
| Q4 2021 | $1,180,000 | -42.2% | 18,928 | -42.5% | 0.15% | -10.7% |
| Q3 2021 | $2,043,000 | -7.3% | 32,924 | -6.4% | 0.17% | -20.8% |
| Q2 2021 | $2,204,000 | +166.5% | 35,186 | +164.2% | 0.21% | -18.8% |
| Q1 2021 | $827,000 | -1.7% | 13,318 | -0.5% | 0.26% | -11.5% |
| Q4 2020 | $841,000 | +19.3% | 13,388 | +18.5% | 0.30% | +4.2% |
| Q3 2020 | $705,000 | +7.3% | 11,302 | +6.9% | 0.28% | -7.5% |
| Q2 2020 | $657,000 | -3.1% | 10,574 | -5.6% | 0.31% | -22.7% |
| Q1 2020 | $678,000 | – | 11,205 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |