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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,272 | -66.2% | 1,464 | -64.9% | 0.00% | -66.7% |
| Q2 2023 | $237,623 | +42.1% | 4,172 | +43.3% | 0.01% | +28.6% |
| Q1 2023 | $167,222 | -2.1% | 2,912 | -4.3% | 0.01% | 0.0% |
| Q4 2022 | $170,779 | -1.9% | 3,044 | -5.3% | 0.01% | -12.5% |
| Q3 2022 | $174,000 | -5.4% | 3,216 | -1.7% | 0.01% | 0.0% |
| Q2 2022 | $184,000 | -4.2% | 3,270 | -1.2% | 0.01% | +14.3% |
| Q1 2022 | $192,000 | -9.9% | 3,310 | -3.5% | 0.01% | 0.0% |
| Q4 2021 | $213,000 | +2.4% | 3,431 | +2.0% | 0.01% | -12.5% |
| Q3 2021 | $208,000 | -0.5% | 3,365 | +0.7% | 0.01% | +14.3% |
| Q2 2021 | $209,000 | +8.9% | 3,341 | +7.6% | 0.01% | 0.0% |
| Q1 2021 | $192,000 | -0.5% | 3,106 | +0.7% | 0.01% | -22.2% |
| Q4 2020 | $193,000 | +2.7% | 3,083 | +1.9% | 0.01% | 0.0% |
| Q3 2020 | $188,000 | +34.3% | 3,026 | +34.0% | 0.01% | +28.6% |
| Q2 2020 | $140,000 | +8.5% | 2,259 | +5.2% | 0.01% | 0.0% |
| Q1 2020 | $129,000 | +3.2% | 2,148 | +4.9% | 0.01% | +16.7% |
| Q4 2019 | $125,000 | +22.5% | 2,047 | +22.0% | 0.01% | +20.0% |
| Q3 2019 | $102,000 | +292.3% | 1,678 | +290.2% | 0.01% | +400.0% |
| Q2 2019 | $26,000 | +136.4% | 430 | +115.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | -80.7% | 200 | 0.0% | 0.00% | -66.7% |
| Q4 2017 | $57,000 | +418.2% | 200 | +100.0% | 0.00% | +200.0% |
| Q3 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $11,000 | -84.7% | 100 | -83.3% | 0.00% | -75.0% |
| Q3 2016 | $72,000 | -1.4% | 600 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $73,000 | +2.8% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $71,000 | +1.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $70,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $70,000 | +1.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $69,000 | -1.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $70,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $70,000 | – | 600 | – | 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% |