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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,647 | -3.7% | 3,987 | 0.0% | 0.23% | +1.3% |
| Q2 2023 | $227,060 | -0.8% | 3,987 | 0.0% | 0.22% | -10.4% |
| Q1 2023 | $228,934 | +2.3% | 3,987 | 0.0% | 0.25% | -7.7% |
| Q4 2022 | $223,711 | +7.6% | 3,987 | +4.2% | 0.27% | +9.7% |
| Q3 2022 | $208,000 | -3.7% | 3,828 | 0.0% | 0.25% | +4.2% |
| Q2 2022 | $216,000 | -85.2% | 3,828 | -84.7% | 0.24% | -81.0% |
| Q1 2022 | $1,457,000 | -53.6% | 25,052 | -50.3% | 1.25% | -50.3% |
| Q4 2021 | $3,140,000 | +8.7% | 50,376 | +8.2% | 2.52% | +1.0% |
| Q3 2021 | $2,890,000 | +1.2% | 46,548 | +2.0% | 2.49% | 0.0% |
| Q2 2021 | $2,857,000 | +8.3% | 45,636 | +7.4% | 2.49% | +2.3% |
| Q1 2021 | $2,639,000 | – | 42,480 | – | 2.44% | – |
Download | ||||||
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% |