ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 61 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $979,333 | +11.1% | 17,858 | +15.4% | 0.04% | +15.2% |
| Q2 2023 | $881,472 | +30.0% | 15,478 | +31.1% | 0.03% | +26.9% |
| Q1 2023 | $677,843 | -46.9% | 11,805 | -49.8% | 0.03% | -51.9% |
| Q3 2022 | $1,276,000 | -4.0% | 23,539 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $1,329,000 | -2.9% | 23,539 | 0.0% | 0.05% | +5.9% |
| Q1 2022 | $1,369,000 | +6.7% | 23,539 | +14.4% | 0.05% | +13.3% |
| Q4 2021 | $1,283,000 | +43.0% | 20,578 | +42.3% | 0.04% | +28.6% |
| Q3 2021 | $897,000 | +1.9% | 14,456 | +2.9% | 0.04% | +2.9% |
| Q2 2021 | $880,000 | -5.8% | 14,047 | -6.6% | 0.03% | -12.8% |
| Q1 2021 | $934,000 | +23.7% | 15,032 | +25.0% | 0.04% | +18.2% |
| Q4 2020 | $755,000 | +108.0% | 12,022 | +106.8% | 0.03% | +83.3% |
| Q3 2020 | $363,000 | +0.6% | 5,813 | 0.0% | 0.02% | -10.0% |
| Q2 2020 | $361,000 | +23.2% | 5,813 | +20.2% | 0.02% | +11.1% |
| Q1 2020 | $293,000 | +6.5% | 4,835 | +7.8% | 0.02% | +28.6% |
| Q4 2019 | $275,000 | -0.7% | 4,485 | -0.6% | 0.01% | -6.7% |
| Q3 2019 | $277,000 | +9.1% | 4,513 | +7.9% | 0.02% | +7.1% |
| Q2 2019 | $254,000 | +1170.0% | 4,181 | +1108.4% | 0.01% | +1300.0% |
| Q3 2018 | $20,000 | -94.0% | 346 | -87.4% | 0.00% | -96.2% |
| Q3 2016 | $331,000 | -89.9% | 2,739 | -90.3% | 0.03% | -88.0% |
| Q2 2015 | $3,267,000 | – | 28,282 | – | 0.22% | – |
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% |