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 | $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% | – |
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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% |