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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $215,325 | -29.0% | 3,750 | -30.6% | 0.12% | -29.0% |
| Q4 2022 | $303,275 | -62.1% | 5,405 | -63.4% | 0.16% | -61.0% |
| Q3 2022 | $801,000 | -61.5% | 14,778 | -59.9% | 0.42% | -56.0% |
| Q2 2022 | $2,083,000 | -6.0% | 36,888 | -3.2% | 0.94% | +14.3% |
| Q1 2022 | $2,216,000 | -26.5% | 38,090 | -21.3% | 0.83% | -17.2% |
| Q4 2021 | $3,016,000 | -6.6% | 48,395 | -7.0% | 1.00% | -10.9% |
| Q3 2021 | $3,229,000 | +3.0% | 52,015 | +3.9% | 1.12% | -4.9% |
| Q2 2021 | $3,135,000 | -1.6% | 50,070 | -2.3% | 1.18% | -13.1% |
| Q1 2021 | $3,185,000 | -19.1% | 51,265 | -18.2% | 1.36% | -28.6% |
| Q4 2020 | $3,936,000 | -25.9% | 62,653 | -26.4% | 1.90% | -36.6% |
| Q3 2020 | $5,309,000 | -19.7% | 85,097 | -20.0% | 3.00% | -18.9% |
| Q2 2020 | $6,613,000 | -0.1% | 106,392 | -2.7% | 3.69% | -40.5% |
| Q1 2020 | $6,617,000 | -11.8% | 109,340 | -10.8% | 6.20% | +28.2% |
| Q4 2019 | $7,506,000 | – | 122,591 | – | 4.84% | – |
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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% |