IMPACTfolio, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
IMPACTfolio, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$817,993
-14.1%
14,916
-8.8%
0.59%
-16.8%
Q1 2022$952,000
+84.5%
16,355
+97.5%
0.71%
+56.9%
Q4 2021$516,0008,2790.45%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Leisure Capital Management 448,426$25,318,00013.14%
Orin Green Financial, LLC 264,357$14,974,0009.36%
Slow Capital, Inc. 468,969$26,478,0006.43%
Manhattan West Asset Management, LLC 95,946$5,417,0003.27%
Financial Connections Group, Inc. 63,981$3,612,0003.18%
Warren Street Wealth Advisors, LLC 58,215$3,287,0003.18%
Navalign, LLC 94,639$5,343,0002.33%
Waypoint Wealth Partners Inc. 95,315$5,381,0002.06%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0001.82%
Caerus Investment Advisors, LLC 26,264$1,483,0001.80%
View complete list of ISHARES TR shareholders