ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 72 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,332,000 | +10.8% | 57,464 | +11.9% | 0.50% | +8.3% |
| Q2 2018 | $3,007,000 | +42.9% | 51,364 | +42.4% | 0.46% | +43.0% |
| Q1 2018 | $2,105,000 | +9.1% | 36,064 | +10.6% | 0.32% | +11.5% |
| Q4 2017 | $1,929,000 | +98.5% | 32,604 | +297.5% | 0.29% | +90.7% |
| Q3 2017 | $972,000 | -57.3% | 8,202 | -56.6% | 0.15% | -62.9% |
| Q3 2016 | $2,279,000 | +160.5% | 18,884 | +163.4% | 0.41% | +132.6% |
| Q2 2016 | $875,000 | – | 7,169 | – | 0.18% | – |
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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% |