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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $3,279,000 | +6.9% | 55,443 | +114.2% | 0.04% | +2.4% |
| Q3 2017 | $3,067,000 | +9.9% | 25,886 | +9.2% | 0.04% | +5.0% |
| Q2 2017 | $2,790,000 | +21.6% | 23,711 | +20.2% | 0.04% | +29.0% |
| Q1 2017 | $2,294,000 | -21.2% | 19,726 | -18.3% | 0.03% | -26.2% |
| Q4 2016 | $2,912,000 | 0.0% | 24,135 | 0.0% | 0.04% | -2.3% |
| Q3 2016 | $2,912,000 | +8.3% | 24,135 | +9.6% | 0.04% | +2.4% |
| Q2 2016 | $2,688,000 | +2.7% | 22,024 | +0.4% | 0.04% | -2.3% |
| Q1 2016 | $2,617,000 | +9.0% | 21,944 | +7.9% | 0.04% | -14.0% |
| Q4 2015 | $2,402,000 | -2.4% | 20,338 | -3.0% | 0.05% | -7.4% |
| Q3 2015 | $2,460,000 | +21.8% | 20,969 | +19.9% | 0.05% | +25.6% |
| Q2 2015 | $2,020,000 | -89.3% | 17,488 | +9.9% | 0.04% | +4.9% |
| Q1 2015 | $18,808,000 | -39.4% | 15,906 | -39.6% | 0.04% | -41.4% |
| Q4 2014 | $31,012,000 | +14.5% | 26,337 | +13.5% | 0.07% | +11.1% |
| Q3 2014 | $27,093,000 | +14.5% | 23,214 | +13.7% | 0.06% | +12.5% |
| Q2 2014 | $23,659,000 | +130.6% | 20,414 | +125.2% | 0.06% | +107.4% |
| Q1 2014 | $10,259,000 | +9.7% | 9,063 | +5.4% | 0.03% | +3.8% |
| Q4 2013 | $9,356,000 | -48.0% | 8,600 | -48.0% | 0.03% | -53.6% |
| Q3 2013 | $18,003,000 | +0.8% | 16,534 | +0.1% | 0.06% | -3.4% |
| Q2 2013 | $17,852,000 | – | 16,515 | – | 0.06% | – |
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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% |