ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 84 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 316,849 | $17,376,000 | 9.65% |
| MYECFO, LLC | 192,588 | $10,553,257 | 7.32% |
| Manhattan West Asset Management, LLC | 436,703 | $23,647,467 | 7.28% |
| Brio Consultants, LLC | 511,684 | $28,060,742 | 5.27% |
| Slow Capital, Inc. | 451,533 | $24,762,053 | 4.55% |
| Opes Wealth Management LLC | 278,281 | $15,260,930 | 4.23% |
| Creative Capital Management Investments LLC | 70,180 | $3,848,671 | 2.64% |
| Certus Wealth Management, LLC | 50,049 | $2,744,687 | 2.62% |
| Rinkey Investments | 93,864 | $5,147,502 | 2.36% |
| Warren Street Wealth Advisors, LLC | 56,375 | $3,091,605 | 2.04% |