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 2023 | $3,562,135 | -13.9% | 64,955 | -10.6% | 0.22% | -9.0% |
| Q2 2023 | $4,138,331 | +2.0% | 72,666 | +2.8% | 0.24% | -10.9% |
| Q1 2023 | $4,057,142 | +44.8% | 70,657 | +41.5% | 0.28% | +33.5% |
| Q4 2022 | $2,801,992 | +2.7% | 49,937 | -0.7% | 0.21% | +1.5% |
| Q3 2022 | $2,727,000 | -24.6% | 50,297 | -21.5% | 0.20% | -21.9% |
| Q2 2022 | $3,617,000 | -4.3% | 64,064 | -1.3% | 0.26% | +21.5% |
| Q1 2022 | $3,778,000 | -8.2% | 64,930 | -1.6% | 0.21% | -8.2% |
| Q4 2021 | $4,114,000 | +24.7% | 66,011 | +24.2% | 0.23% | +6.9% |
| Q3 2021 | $3,300,000 | +1.5% | 53,162 | +2.4% | 0.22% | -4.0% |
| Q2 2021 | $3,251,000 | +3.1% | 51,918 | +2.3% | 0.23% | -8.5% |
| Q1 2021 | $3,154,000 | -1.3% | 50,771 | -0.2% | 0.25% | -14.8% |
| Q4 2020 | $3,197,000 | +1.0% | 50,877 | +0.3% | 0.29% | -14.4% |
| Q3 2020 | $3,166,000 | +20.8% | 50,736 | +20.3% | 0.34% | +3.0% |
| Q2 2020 | $2,621,000 | +38.8% | 42,170 | +35.2% | 0.33% | +10.7% |
| Q1 2020 | $1,888,000 | +5.2% | 31,201 | +6.5% | 0.30% | +20.6% |
| Q4 2019 | $1,794,000 | – | 29,295 | – | 0.25% | – |
Download | ||||||
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% |