ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $312 | -99.9% | 5,555 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $301,000 | -4.1% | 5,555 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $314,000 | -2.8% | 5,555 | 0.0% | 0.02% | +20.0% |
| Q1 2022 | $323,000 | -6.6% | 5,555 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $346,000 | +0.3% | 5,555 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $345,000 | -0.9% | 5,555 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $348,000 | +0.9% | 5,555 | 0.0% | 0.02% | -8.7% |
| Q1 2021 | $345,000 | -1.1% | 5,555 | 0.0% | 0.02% | -11.5% |
| Q4 2020 | $349,000 | +0.6% | 5,555 | 0.0% | 0.03% | -16.1% |
| Q3 2020 | $347,000 | +41.1% | 5,555 | +40.5% | 0.03% | +29.2% |
| Q2 2020 | $246,000 | -26.8% | 3,955 | -28.8% | 0.02% | -47.8% |
| Q1 2020 | $336,000 | -14.9% | 5,555 | -13.9% | 0.05% | +31.4% |
| Q4 2019 | $395,000 | -10.6% | 6,450 | -10.5% | 0.04% | -16.7% |
| Q3 2019 | $442,000 | – | 7,210 | – | 0.04% | – |
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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% |