ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 61 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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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% |