ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 72 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $809,000 | -4.6% | 13,197 | -4.6% | 0.01% | -16.7% |
| Q3 2019 | $848,000 | +20.6% | 13,834 | +19.2% | 0.01% | +20.0% |
| Q2 2019 | $703,000 | +14.1% | 11,604 | +12.3% | 0.01% | 0.0% |
| Q1 2019 | $616,000 | +11.6% | 10,329 | +9.3% | 0.01% | 0.0% |
| Q4 2018 | $552,000 | -28.8% | 9,450 | -29.4% | 0.01% | -16.7% |
| Q3 2018 | $775,000 | +14.6% | 13,378 | +15.6% | 0.01% | 0.0% |
| Q2 2018 | $676,000 | 0.0% | 11,577 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $676,000 | +4.8% | 11,577 | +6.2% | 0.01% | 0.0% |
| Q4 2017 | $645,000 | +4.0% | 10,897 | +108.2% | 0.01% | -14.3% |
| Q3 2017 | $620,000 | +25.3% | 5,235 | +24.5% | 0.01% | +16.7% |
| Q2 2017 | $495,000 | +3.8% | 4,205 | +2.8% | 0.01% | 0.0% |
| Q1 2017 | $477,000 | +84.2% | 4,091 | +84.5% | 0.01% | +50.0% |
| Q4 2016 | $259,000 | +24.5% | 2,217 | +28.5% | 0.00% | +33.3% |
| Q3 2016 | $208,000 | -2.3% | 1,725 | -1.0% | 0.00% | 0.0% |
| Q2 2016 | $213,000 | +17.7% | 1,742 | +15.1% | 0.00% | 0.0% |
| Q1 2016 | $181,000 | +1.1% | 1,514 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $179,000 | +7.8% | 1,514 | +7.1% | 0.00% | 0.0% |
| Q3 2015 | $166,000 | +1.8% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $163,000 | -2.4% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $167,000 | 0.0% | 1,414 | 0.0% | 0.00% | -25.0% |
| Q4 2014 | $167,000 | +1.2% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $165,000 | +0.6% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $164,000 | +2.5% | 1,414 | 0.0% | 0.00% | -20.0% |
| Q1 2014 | $160,000 | +3.9% | 1,414 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $154,000 | 0.0% | 1,414 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $154,000 | +0.7% | 1,414 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $153,000 | – | 1,414 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewFocus Financial Group, LLC | 277,390 | $17,428,000 | 5.13% |
| Towerpoint Wealth, LLC | 116,937 | $7,347,000 | 3.68% |
| MISSION WEALTH MANAGEMENT, LP | 848,978 | $53,341,000 | 3.34% |
| Epstein & White Financial LLC | 147,045 | $9,238,000 | 2.84% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 73,343 | $4,608,000 | 2.62% |
| Miracle Mile Advisors, LLC | 508,280 | $31,935,000 | 1.96% |
| Blue Zone Wealth Advisors, LLC | 62,653 | $3,936,000 | 1.90% |
| Boltwood Capital Management | 60,974 | $3,831,000 | 1.86% |
| Omega Financial Group, LLC | 53,689 | $3,373,000 | 1.82% |
| Slow Capital, Inc. | 114,464 | $7,192,000 | 1.72% |