ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 58 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $286,000 | -4.0% | 2,473 | 0.0% | 0.00% | – |
| Q3 2016 | $298,000 | -1.3% | 2,473 | 0.0% | 0.00% | – |
| Q2 2016 | $302,000 | +2.4% | 2,473 | 0.0% | 0.00% | – |
| Q1 2016 | $295,000 | -7.2% | 2,473 | -8.2% | 0.00% | – |
| Q4 2015 | $318,000 | -4.8% | 2,694 | -5.3% | 0.00% | – |
| Q3 2015 | $334,000 | -35.8% | 2,844 | -36.8% | 0.00% | -100.0% |
| Q2 2015 | $520,000 | -2.3% | 4,499 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $532,000 | -0.4% | 4,499 | -0.9% | 0.00% | 0.0% |
| Q4 2014 | $534,000 | +5.5% | 4,538 | +4.7% | 0.00% | 0.0% |
| Q3 2014 | $506,000 | +1.2% | 4,333 | +0.4% | 0.00% | 0.0% |
| Q2 2014 | $500,000 | +2.0% | 4,316 | -0.3% | 0.00% | 0.0% |
| Q1 2014 | $490,000 | +4.7% | 4,331 | +0.7% | 0.00% | 0.0% |
| Q4 2013 | $468,000 | 0.0% | 4,301 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $468,000 | +46.2% | 4,301 | +45.2% | 0.00% | 0.0% |
| Q2 2013 | $320,000 | – | 2,963 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 386,593 | $24,096,000 | 4.12% |
| Towerpoint Wealth, LLC | 129,344 | $8,062,000 | 3.82% |
| Bradley & Co. Private Wealth Management, LLC | 50,376 | $3,140,000 | 2.52% |
| MISSION WEALTH MANAGEMENT, LP | 878,905 | $54,782,000 | 2.46% |
| SELDON CAPITAL LP | 60,078 | $3,745,000 | 2.41% |
| Opes Wealth Management LLC | 117,909 | $7,349,000 | 2.28% |
| Omega Financial Group, LLC | 67,059 | $4,180,000 | 1.85% |
| Boltwood Capital Management | 73,472 | $4,580,000 | 1.69% |
| Safeguard Investment Advisory Group, LLC | 45,654 | $2,845,000 | 1.66% |
| Orin Green Financial, LLC | 37,496 | $2,253,000 | 1.63% |