ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,623 | -38.6% | 2,856 | -36.2% | 0.00% | – |
| Q2 2023 | $254,930 | +55.5% | 4,476 | +56.7% | 0.00% | – |
| Q1 2023 | $163,992 | +2.3% | 2,856 | 0.0% | 0.00% | – |
| Q4 2022 | $160,250 | +3.4% | 2,856 | 0.0% | 0.00% | – |
| Q3 2022 | $155,000 | -3.7% | 2,856 | 0.0% | 0.00% | – |
| Q2 2022 | $161,000 | -3.0% | 2,856 | 0.0% | 0.00% | – |
| Q1 2022 | $166,000 | -6.7% | 2,856 | 0.0% | 0.00% | – |
| Q4 2021 | $178,000 | +4350.0% | 2,856 | +4506.5% | 0.00% | – |
| Q3 2021 | $4,000 | – | 62 | +933.3% | 0.00% | – |
| Q1 2016 | $0 | – | 6 | – | 0.00% | – |
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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% |