ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,480,845 | -5.3% | 27,003 | -1.6% | 0.98% | -1.6% |
| Q2 2023 | $1,563,164 | +4.1% | 27,448 | +4.9% | 1.00% | +0.4% |
| Q1 2023 | $1,502,165 | +2.3% | 26,161 | 0.0% | 1.00% | -0.7% |
| Q4 2022 | $1,467,894 | -3.6% | 26,161 | -6.9% | 1.00% | -10.2% |
| Q3 2022 | $1,523,000 | +1.3% | 28,093 | +5.5% | 1.12% | +5.1% |
| Q2 2022 | $1,504,000 | +42.3% | 26,634 | +46.7% | 1.06% | +54.7% |
| Q1 2022 | $1,057,000 | +10.3% | 18,161 | +17.5% | 0.69% | +11.0% |
| Q4 2021 | $958,000 | +6.7% | 15,456 | +6.9% | 0.62% | -2.4% |
| Q3 2021 | $898,000 | +1.6% | 14,459 | +2.5% | 0.64% | +2.4% |
| Q2 2021 | $884,000 | +0.8% | 14,112 | -0.1% | 0.62% | -7.7% |
| Q1 2021 | $877,000 | +9.8% | 14,124 | +11.1% | 0.67% | +5.0% |
| Q4 2020 | $799,000 | +0.3% | 12,712 | -0.5% | 0.64% | -8.3% |
| Q3 2020 | $797,000 | +1.4% | 12,777 | +1.1% | 0.70% | -4.1% |
| Q2 2020 | $786,000 | +3.1% | 12,641 | +0.4% | 0.73% | -10.6% |
| Q1 2020 | $762,000 | -11.6% | 12,592 | -10.3% | 0.81% | +1.5% |
| Q4 2019 | $862,000 | – | 14,035 | – | 0.80% | – |
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% |