ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $35 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $233,000 | -3.3% | 4,291 | +0.5% | 0.10% | -6.8% |
| Q2 2022 | $241,000 | -2.4% | 4,271 | +0.4% | 0.10% | +21.2% |
| Q1 2022 | $247,000 | -6.4% | 4,252 | +0.3% | 0.08% | -8.6% |
| Q4 2021 | $264,000 | +0.8% | 4,240 | +0.5% | 0.09% | -11.4% |
| Q3 2021 | $262,000 | -0.4% | 4,218 | +0.4% | 0.10% | -6.2% |
| Q2 2021 | $263,000 | +2.3% | 4,203 | +1.7% | 0.11% | -38.5% |
| Q2 2020 | $257,000 | +3.2% | 4,133 | +0.5% | 0.18% | -0.5% |
| Q1 2020 | $249,000 | – | 4,112 | – | 0.18% | – |
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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% |