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 2014 | $852,000 | +14.2% | 7,231 | +13.1% | 0.02% | +7.1% |
| Q3 2014 | $746,000 | -31.0% | 6,394 | -31.5% | 0.01% | -26.3% |
| Q2 2014 | $1,081,000 | -45.0% | 9,335 | -46.2% | 0.02% | -50.0% |
| Q1 2014 | $1,965,000 | +114.1% | 17,361 | +105.6% | 0.04% | +153.3% |
| Q4 2013 | $918,000 | -2.8% | 8,444 | -2.6% | 0.02% | -16.7% |
| Q3 2013 | $944,000 | +0.3% | 8,665 | -0.4% | 0.02% | -10.0% |
| Q2 2013 | $941,000 | – | 8,697 | – | 0.02% | – |
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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% |