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 2017 | $1,049,000 | +37.5% | 8,855 | +36.6% | 0.01% | +20.0% |
| Q2 2017 | $763,000 | -56.4% | 6,482 | -56.9% | 0.01% | -58.3% |
| Q1 2017 | $1,750,000 | -26.3% | 15,049 | -26.9% | 0.01% | -33.3% |
| Q4 2016 | $2,376,000 | -23.3% | 20,575 | -19.8% | 0.02% | -28.0% |
| Q3 2016 | $3,096,000 | +352.6% | 25,651 | +357.6% | 0.02% | +316.7% |
| Q2 2016 | $684,000 | +16.3% | 5,606 | +13.8% | 0.01% | +20.0% |
| Q1 2016 | $588,000 | +1.4% | 4,925 | +0.2% | 0.01% | 0.0% |
| Q4 2015 | $580,000 | +3.8% | 4,913 | +3.2% | 0.01% | -16.7% |
| Q3 2015 | $559,000 | +0.7% | 4,760 | -0.8% | 0.01% | 0.0% |
| Q2 2015 | $555,000 | +1.1% | 4,800 | +3.4% | 0.01% | 0.0% |
| Q1 2015 | $549,000 | +3.6% | 4,641 | +3.1% | 0.01% | 0.0% |
| Q4 2014 | $530,000 | +3.7% | 4,501 | +2.9% | 0.01% | 0.0% |
| Q3 2014 | $511,000 | +17.5% | 4,375 | +16.5% | 0.01% | +20.0% |
| Q2 2014 | $435,000 | +0.5% | 3,755 | -1.8% | 0.01% | -16.7% |
| Q1 2014 | $433,000 | +93.3% | 3,823 | +85.9% | 0.01% | +100.0% |
| Q4 2013 | $224,000 | – | 2,056 | – | 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% |