ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,272 | +12.4% | 10,800 | +16.7% | 0.10% | +11.6% |
| Q2 2023 | $526,901 | +12.2% | 9,252 | +13.1% | 0.09% | +3.6% |
| Q1 2023 | $469,638 | +11.1% | 8,179 | +8.6% | 0.08% | +6.4% |
| Q4 2022 | $422,677 | -4.6% | 7,533 | -7.7% | 0.08% | -15.2% |
| Q3 2022 | $443,000 | -14.3% | 8,165 | -8.2% | 0.09% | 0.0% |
| Q1 2022 | $517,000 | +29.9% | 8,893 | +39.3% | 0.09% | +31.4% |
| Q4 2021 | $398,000 | -2.2% | 6,385 | -2.7% | 0.07% | -12.5% |
| Q3 2021 | $407,000 | +33.4% | 6,561 | +34.9% | 0.08% | +33.3% |
| Q2 2021 | $305,000 | +1.0% | 4,864 | 0.0% | 0.06% | -7.7% |
| Q1 2021 | $302,000 | -1.3% | 4,864 | 0.0% | 0.06% | -11.0% |
| Q4 2020 | $306,000 | +1.0% | 4,864 | 0.0% | 0.07% | -7.6% |
| Q3 2020 | $303,000 | +4.1% | 4,864 | +3.8% | 0.08% | -6.0% |
| Q2 2020 | $291,000 | – | 4,688 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leisure Capital Management | 448,426 | $25,318,000 | 13.14% |
| Orin Green Financial, LLC | 264,357 | $14,974,000 | 9.36% |
| Slow Capital, Inc. | 468,969 | $26,478,000 | 6.43% |
| Manhattan West Asset Management, LLC | 95,946 | $5,417,000 | 3.27% |
| Financial Connections Group, Inc. | 63,981 | $3,612,000 | 3.18% |
| Warren Street Wealth Advisors, LLC | 58,215 | $3,287,000 | 3.18% |
| Navalign, LLC | 94,639 | $5,343,000 | 2.33% |
| Waypoint Wealth Partners Inc. | 95,315 | $5,381,000 | 2.06% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 1.82% |
| Caerus Investment Advisors, LLC | 26,264 | $1,483,000 | 1.80% |