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 | $282,371 | -16.7% | 5,149 | -13.5% | 0.14% | -13.8% |
| Q2 2023 | $339,080 | -8.4% | 5,954 | -7.6% | 0.17% | -12.1% |
| Q1 2023 | $370,187 | -80.9% | 6,447 | -81.3% | 0.19% | -79.8% |
| Q4 2022 | $1,934,734 | +683.3% | 34,481 | +656.5% | 0.94% | +481.5% |
| Q3 2022 | $247,000 | -3.9% | 4,558 | 0.0% | 0.16% | -6.4% |
| Q2 2022 | $257,000 | -3.0% | 4,558 | 0.0% | 0.17% | +2.4% |
| Q1 2022 | $265,000 | -6.7% | 4,558 | 0.0% | 0.17% | -7.1% |
| Q4 2021 | $284,000 | – | 4,558 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 316,849 | $17,376,000 | 9.65% |
| MYECFO, LLC | 192,588 | $10,553,257 | 7.32% |
| Manhattan West Asset Management, LLC | 436,703 | $23,647,467 | 7.28% |
| Brio Consultants, LLC | 511,684 | $28,060,742 | 5.27% |
| Slow Capital, Inc. | 451,533 | $24,762,053 | 4.55% |
| Opes Wealth Management LLC | 278,281 | $15,260,930 | 4.23% |
| Creative Capital Management Investments LLC | 70,180 | $3,848,671 | 2.64% |
| Certus Wealth Management, LLC | 50,049 | $2,744,687 | 2.62% |
| Rinkey Investments | 93,864 | $5,147,502 | 2.36% |
| Warren Street Wealth Advisors, LLC | 56,375 | $3,091,605 | 2.04% |