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 2016 | $28,000 | -87.3% | 241 | -86.8% | 0.00% | -87.5% |
| Q3 2016 | $220,000 | +42.9% | 1,819 | +44.5% | 0.01% | +33.3% |
| Q2 2016 | $154,000 | -24.1% | 1,259 | -26.0% | 0.01% | -33.3% |
| Q1 2016 | $203,000 | -8.1% | 1,701 | -9.0% | 0.01% | -10.0% |
| Q4 2015 | $221,000 | +569.7% | 1,870 | +572.7% | 0.01% | +233.3% |
| Q3 2015 | $33,000 | 0.0% | 278 | -2.5% | 0.00% | +50.0% |
| Q2 2015 | $33,000 | +37.5% | 285 | +39.0% | 0.00% | 0.0% |
| Q1 2015 | $24,000 | +300.0% | 205 | +247.5% | 0.00% | +100.0% |
| Q3 2013 | $6,000 | -96.4% | 59 | -96.2% | 0.00% | -97.1% |
| Q2 2013 | $169,000 | – | 1,567 | – | 0.03% | – |
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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% |