Coastwise Capital Group, LLC - ISHARES TR ownership

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
Coastwise Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$217,435
-26.0%
3,818
-25.4%
0.25%
-26.8%
Q1 2023$293,876
+2.3%
5,1180.0%0.34%
-1.5%
Q4 2022$287,171
+3.7%
5,1180.0%0.34%
-22.0%
Q3 2022$277,000
-4.2%
5,1180.0%0.44%
+24.1%
Q2 2022$289,0005,1180.35%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Slow Capital, Inc. 545,488$31,736,0005.93%
Towerpoint Wealth, LLC 130,186$7,574,0003.76%
Opes Wealth Management LLC 148,287$8,627,0002.81%
MISSION WEALTH MANAGEMENT, LP 943,386$54,886,0002.54%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0002.02%
Warren Street Wealth Advisors, LLC 39,115$2,276,0001.99%
Omega Financial Group, LLC 77,455$4,506,0001.95%
Aries Wealth Management 77,455$4,506,0001.95%
Boltwood Capital Management 63,963$3,721,0001.44%
Orin Green Financial, LLC 37,140$2,161,0001.41%
View complete list of ISHARES TR shareholders