ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $749,992 | -3.7% | 13,676 | 0.0% | 0.51% | -0.4% |
| Q2 2023 | $778,848 | +6.6% | 13,676 | +7.5% | 0.51% | -2.5% |
| Q1 2023 | $730,440 | +2.3% | 12,721 | 0.0% | 0.52% | -3.3% |
| Q4 2022 | $713,775 | -1.4% | 12,721 | -4.7% | 0.54% | -6.2% |
| Q3 2022 | $724,000 | -2.8% | 13,351 | +1.1% | 0.58% | +3.6% |
| Q2 2022 | $745,000 | -1.7% | 13,201 | +1.3% | 0.56% | +9.2% |
| Q1 2022 | $758,000 | -6.7% | 13,026 | 0.0% | 0.51% | +4.1% |
| Q4 2021 | $812,000 | +7.0% | 13,026 | +6.6% | 0.49% | -19.0% |
| Q3 2021 | $759,000 | -0.8% | 12,223 | 0.0% | 0.61% | +15.2% |
| Q2 2021 | $765,000 | +0.8% | 12,223 | 0.0% | 0.53% | -7.9% |
| Q1 2021 | $759,000 | +4.4% | 12,223 | +5.6% | 0.57% | -1.6% |
| Q4 2020 | $727,000 | +20.6% | 11,578 | +19.8% | 0.58% | +6.2% |
| Q3 2020 | $603,000 | +24.6% | 9,666 | +24.1% | 0.55% | +13.8% |
| Q2 2020 | $484,000 | +2.8% | 7,786 | 0.0% | 0.48% | -14.0% |
| Q1 2020 | $471,000 | +13.2% | 7,786 | +14.7% | 0.56% | +37.1% |
| Q4 2019 | $416,000 | – | 6,786 | – | 0.41% | – |
Download | ||||||
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% |