ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 69 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $642,067 | -69.1% | 11,443 | -68.0% | 0.01% | -59.4% |
| Q1 2022 | $2,081,000 | +89.2% | 35,771 | +102.7% | 0.03% | +100.0% |
| Q4 2021 | $1,100,000 | -15.1% | 17,648 | -15.5% | 0.02% | -23.8% |
| Q3 2021 | $1,296,000 | +9.1% | 20,876 | +10.0% | 0.02% | +31.2% |
| Q2 2021 | $1,188,000 | +11.7% | 18,978 | +10.8% | 0.02% | 0.0% |
| Q1 2021 | $1,064,000 | -36.4% | 17,123 | -35.7% | 0.02% | -38.5% |
| Q4 2020 | $1,674,000 | +13.5% | 26,641 | +12.7% | 0.03% | +4.0% |
| Q3 2020 | $1,475,000 | -1.1% | 23,638 | -1.5% | 0.02% | -59.7% |
| Q2 2020 | $1,492,000 | +12.3% | 24,003 | +9.3% | 0.06% | +1.6% |
| Q1 2020 | $1,329,000 | +22.9% | 21,953 | +24.4% | 0.06% | +69.4% |
| Q4 2019 | $1,081,000 | +16.1% | 17,647 | +16.2% | 0.04% | +12.5% |
| Q3 2019 | $931,000 | +0.1% | 15,189 | -0.9% | 0.03% | +10.3% |
| Q2 2019 | $930,000 | +17.3% | 15,334 | +15.2% | 0.03% | +16.0% |
| Q1 2019 | $793,000 | +7.2% | 13,314 | +5.1% | 0.02% | -3.8% |
| Q4 2018 | $740,000 | +20.1% | 12,664 | +19.2% | 0.03% | +36.8% |
| Q3 2018 | $616,000 | +133.3% | 10,621 | +135.6% | 0.02% | +137.5% |
| Q2 2018 | $264,000 | +17.3% | 4,509 | +16.8% | 0.01% | +14.3% |
| Q1 2018 | $225,000 | -19.4% | 3,859 | -18.3% | 0.01% | -22.2% |
| Q4 2017 | $279,000 | -34.8% | 4,722 | +30.8% | 0.01% | -40.0% |
| Q3 2017 | $428,000 | -1.4% | 3,611 | -2.0% | 0.02% | -11.8% |
| Q2 2017 | $434,000 | +13.9% | 3,686 | +12.4% | 0.02% | +6.2% |
| Q1 2017 | $381,000 | +0.5% | 3,279 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $379,000 | -31.6% | 3,279 | -28.6% | 0.02% | -30.4% |
| Q3 2016 | $554,000 | +1810.3% | 4,592 | +1813.3% | 0.02% | +2200.0% |
| Q2 2016 | $29,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $29,000 | +3.6% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $28,000 | – | 240 | – | 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% |