ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,393 | -1.8% | 7,137 | +2.0% | 0.20% | +2.5% |
| Q2 2023 | $398,365 | -0.8% | 6,995 | 0.0% | 0.20% | -4.8% |
| Q1 2023 | $401,653 | -22.2% | 6,995 | -23.5% | 0.21% | -29.8% |
| Q2 2022 | $516,000 | -40.6% | 9,147 | -38.8% | 0.30% | -17.9% |
| Q1 2022 | $869,000 | +70.4% | 14,939 | +82.7% | 0.36% | +75.0% |
| Q4 2021 | $510,000 | – | 8,177 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 386,593 | $24,096,000 | 4.12% |
| Towerpoint Wealth, LLC | 129,344 | $8,062,000 | 3.82% |
| Bradley & Co. Private Wealth Management, LLC | 50,376 | $3,140,000 | 2.52% |
| MISSION WEALTH MANAGEMENT, LP | 878,905 | $54,782,000 | 2.46% |
| SELDON CAPITAL LP | 60,078 | $3,745,000 | 2.41% |
| Opes Wealth Management LLC | 117,909 | $7,349,000 | 2.28% |
| Omega Financial Group, LLC | 67,059 | $4,180,000 | 1.85% |
| Boltwood Capital Management | 73,472 | $4,580,000 | 1.69% |
| Safeguard Investment Advisory Group, LLC | 45,654 | $2,845,000 | 1.66% |
| Orin Green Financial, LLC | 37,496 | $2,253,000 | 1.63% |