ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 71 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |