ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |