ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 48 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $211,000 | +3.4% | 3,389 | +3.0% | 0.24% | +97.5% |
| Q2 2020 | $204,000 | +2.5% | 3,289 | 0.0% | 0.12% | -10.5% |
| Q1 2020 | $199,000 | +35.4% | 3,289 | +36.8% | 0.13% | +87.3% |
| Q4 2019 | $147,000 | +16.7% | 2,404 | +17.3% | 0.07% | +10.9% |
| Q3 2019 | $126,000 | -37.6% | 2,050 | +19.4% | 0.06% | +100.0% |
| Q3 2015 | $202,000 | -5.2% | 1,717 | -4.9% | 0.03% | -34.7% |
| Q4 2014 | $213,000 | -23.1% | 1,806 | -24.0% | 0.05% | -10.9% |
| Q3 2014 | $277,000 | +0.7% | 2,375 | 0.0% | 0.06% | +17.0% |
| Q2 2014 | $275,000 | +2.2% | 2,375 | 0.0% | 0.05% | +6.8% |
| Q1 2014 | $269,000 | +4.3% | 2,375 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $258,000 | -16.2% | 2,375 | -15.9% | 0.04% | -27.9% |
| Q3 2013 | $308,000 | +18.9% | 2,824 | +17.8% | 0.06% | +15.1% |
| Q2 2013 | $259,000 | – | 2,398 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |