ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 79 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |