ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,385 | -3.7% | 4,201 | +0.0% | 0.04% | 0.0% |
| Q2 2023 | $239,204 | -0.8% | 4,200 | +0.0% | 0.04% | -6.7% |
| Q1 2023 | $241,134 | -42.7% | 4,199 | -41.9% | 0.04% | -66.2% |
| Q1 2022 | $421,000 | -6.4% | 7,232 | 0.0% | 0.13% | -5.7% |
| Q4 2021 | $450,000 | +0.2% | 7,232 | 0.0% | 0.14% | -11.3% |
| Q3 2021 | $449,000 | -0.9% | 7,232 | 0.0% | 0.16% | -3.6% |
| Q2 2021 | $453,000 | +0.9% | 7,232 | 0.0% | 0.16% | -6.8% |
| Q1 2021 | $449,000 | -1.1% | 7,232 | 0.0% | 0.18% | -8.8% |
| Q4 2020 | $454,000 | +0.7% | 7,232 | 0.0% | 0.19% | -14.2% |
| Q3 2020 | $451,000 | +0.2% | 7,232 | 0.0% | 0.23% | -25.9% |
| Q2 2020 | $450,000 | -8.5% | 7,232 | -11.1% | 0.30% | -30.2% |
| Q1 2020 | $492,000 | -1.2% | 8,132 | 0.0% | 0.44% | +11.2% |
| Q4 2019 | $498,000 | – | 8,132 | – | 0.39% | – |
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% |