ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,647,467 | +27.1% | 436,703 | +33.6% | 7.28% | +4.9% |
| Q2 2023 | $18,612,228 | +4.0% | 326,817 | +4.8% | 6.94% | -10.9% |
| Q1 2023 | $17,899,651 | +13.9% | 311,732 | +11.3% | 7.79% | -2.9% |
| Q4 2022 | $15,718,207 | +103.8% | 280,132 | +96.9% | 8.02% | +68.0% |
| Q3 2022 | $7,714,000 | +42.4% | 142,277 | +48.3% | 4.77% | +45.8% |
| Q2 2022 | $5,417,000 | – | 95,946 | – | 3.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |