ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 114 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $277,000 | -31.8% | 4,761 | -26.9% | 0.00% | -25.0% |
| Q4 2021 | $406,000 | +0.5% | 6,513 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $404,000 | +56.6% | 6,513 | +57.8% | 0.01% | +66.7% |
| Q2 2021 | $258,000 | -31.9% | 4,128 | -32.4% | 0.00% | -40.0% |
| Q1 2021 | $379,000 | -2.1% | 6,102 | -0.8% | 0.01% | -16.7% |
| Q4 2020 | $387,000 | +50.6% | 6,153 | +49.2% | 0.01% | +50.0% |
| Q3 2020 | $257,000 | +0.4% | 4,123 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $256,000 | +19.6% | 4,123 | +17.9% | 0.01% | +66.7% |
| Q4 2019 | $214,000 | -39.7% | 3,498 | -39.7% | 0.00% | -50.0% |
| Q3 2019 | $355,000 | +0.6% | 5,798 | -0.4% | 0.01% | -14.3% |
| Q2 2019 | $353,000 | -7.8% | 5,824 | -9.3% | 0.01% | 0.0% |
| Q1 2019 | $383,000 | +2.1% | 6,424 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $375,000 | -19.5% | 6,424 | -20.1% | 0.01% | -12.5% |
| Q3 2018 | $466,000 | -7.2% | 8,042 | -6.1% | 0.01% | -20.0% |
| Q2 2018 | $502,000 | -2.1% | 8,568 | -2.5% | 0.01% | -9.1% |
| Q1 2018 | $513,000 | -11.7% | 8,786 | -10.5% | 0.01% | -8.3% |
| Q4 2017 | $581,000 | -14.7% | 9,818 | +70.7% | 0.01% | -7.7% |
| Q3 2017 | $681,000 | +14.6% | 5,751 | +13.9% | 0.01% | 0.0% |
| Q2 2017 | $594,000 | -18.3% | 5,049 | -19.3% | 0.01% | -27.8% |
| Q1 2017 | $727,000 | +12.7% | 6,256 | +11.9% | 0.02% | +20.0% |
| Q4 2016 | $645,000 | +6.6% | 5,592 | +11.5% | 0.02% | 0.0% |
| Q3 2016 | $605,000 | +29.0% | 5,016 | +30.3% | 0.02% | +7.1% |
| Q2 2016 | $469,000 | +19.9% | 3,849 | +17.3% | 0.01% | +16.7% |
| Q1 2016 | $391,000 | +3.7% | 3,282 | +2.9% | 0.01% | 0.0% |
| Q4 2015 | $377,000 | +34.2% | 3,191 | +32.8% | 0.01% | +20.0% |
| Q3 2015 | $281,000 | +26.6% | 2,402 | +25.0% | 0.01% | +42.9% |
| Q2 2015 | $222,000 | +66.9% | 1,922 | +70.4% | 0.01% | +75.0% |
| Q1 2015 | $133,000 | +56.5% | 1,128 | +55.4% | 0.00% | +33.3% |
| Q4 2014 | $85,000 | – | 726 | – | 0.00% | – |
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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% |