ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 48 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $331,419 | -9.0% | 5,720 | -1.6% | 0.00% | – |
| Q2 2021 | $364,000 | +47.4% | 5,813 | +48.1% | 0.00% | – |
| Q4 2020 | $247,000 | +0.8% | 3,926 | 0.0% | 0.00% | – |
| Q3 2020 | $245,000 | -29.0% | 3,926 | -29.3% | 0.00% | – |
| Q2 2020 | $345,000 | -94.2% | 5,555 | -94.3% | 0.00% | -100.0% |
| Q1 2020 | $5,914,000 | +151.8% | 97,718 | +154.7% | 0.00% | +100.0% |
| Q4 2019 | $2,349,000 | +43.4% | 38,367 | +43.6% | 0.00% | – |
| Q3 2019 | $1,638,000 | +78.2% | 26,719 | +76.4% | 0.00% | – |
| Q2 2019 | $919,000 | -73.3% | 15,144 | -73.8% | 0.00% | -100.0% |
| Q1 2019 | $3,439,000 | +1146.0% | 57,709 | +1121.6% | 0.00% | – |
| Q4 2018 | $276,000 | -73.7% | 4,724 | -73.9% | 0.00% | – |
| Q3 2018 | $1,050,000 | -38.5% | 18,112 | -37.9% | 0.00% | – |
| Q2 2018 | $1,708,000 | +422.3% | 29,177 | +420.2% | 0.00% | – |
| Q1 2018 | $327,000 | +12.8% | 5,609 | +14.5% | 0.00% | – |
| Q4 2017 | $290,000 | -27.7% | 4,898 | +44.0% | 0.00% | – |
| Q2 2017 | $401,000 | -18.5% | 3,401 | -19.5% | 0.00% | – |
| Q1 2017 | $492,000 | +51.9% | 4,227 | +50.4% | 0.00% | – |
| Q4 2016 | $324,000 | -24.1% | 2,811 | -28.4% | 0.00% | – |
| Q4 2013 | $427,000 | – | 3,925 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 303,306 | $35,696,000 | 6.78% |
| Parkside Advisors LLC | 31,925 | $3,757,000 | 2.68% |
| Pure Financial Advisors, LLC | 67,471 | $7,941,000 | 2.14% |
| WEALTHSOURCE PARTNERS, LLC | 35,906 | $4,226,000 | 1.44% |
| BAILARD, INC. | 147,370 | $17,344,000 | 1.41% |
| Boltwood Capital Management | 11,650 | $1,371,000 | 0.93% |
| AJ WEALTH STRATEGIES, LLC | 17,438 | $2,052,000 | 0.78% |
| HCR Wealth Advisors | 9,655 | $1,136,000 | 0.56% |
| Pictet North America Advisors SA | 24,022 | $2,827,000 | 0.47% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 4,806 | $566,000 | 0.44% |