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 | $750,644 | -2.9% | 13,791 | +1.4% | 0.25% | -7.4% |
| Q2 2023 | $772,696 | +63.9% | 13,601 | +65.8% | 0.27% | +42.3% |
| Q1 2023 | $471,349 | -5.8% | 8,203 | -7.3% | 0.19% | -15.2% |
| Q4 2022 | $500,477 | -31.7% | 8,847 | -33.8% | 0.22% | -38.4% |
| Q3 2022 | $733,000 | -12.8% | 13,356 | -10.3% | 0.36% | -19.0% |
| Q2 2022 | $841,000 | +11.7% | 14,895 | +14.9% | 0.45% | +17.0% |
| Q1 2022 | $753,000 | -21.1% | 12,961 | -15.5% | 0.38% | -12.6% |
| Q4 2021 | $954,000 | -22.1% | 15,346 | -22.3% | 0.44% | -29.6% |
| Q3 2021 | $1,225,000 | -19.9% | 19,763 | -19.1% | 0.62% | -20.2% |
| Q2 2021 | $1,529,000 | -8.5% | 24,419 | -8.8% | 0.78% | -10.2% |
| Q1 2021 | $1,671,000 | -1.7% | 26,769 | -1.0% | 0.87% | -17.2% |
| Q4 2020 | $1,700,000 | – | 27,048 | – | 1.05% | – |
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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% |