Coe Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 71 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Coe Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$621,000
+1.0%
10,1400.0%0.69%
+1.0%
Q2 2019$615,000
+1.8%
10,1400.0%0.68%
-3.0%
Q1 2019$604,000
+162.6%
10,140
+156.1%
0.70%
+209.3%
Q3 2018$230,000
-0.9%
3,9600.0%0.23%
-12.0%
Q2 2018$232,000
+0.4%
3,9600.0%0.26%
+3.2%
Q1 2018$231,000
-1.3%
3,9600.0%0.25%
+1.2%
Q4 2017$234,000
-0.4%
3,960
+100.0%
0.25%
+1.2%
Q3 2017$235,000
+0.9%
1,9800.0%0.24%
-7.9%
Q2 2017$233,000
+1.3%
1,9800.0%0.26%
-4.3%
Q1 2017$230,000
+0.4%
1,9800.0%0.28%
-6.1%
Q4 2016$229,000
-99.9%
1,9800.0%0.30%
+283.1%
Q3 2016$239,000,000
-1.2%
1,9800.0%0.08%
-8.3%
Q2 2016$242,000,000
+2.5%
1,9800.0%0.08%
+12.0%
Q1 2016$236,000,000
+0.9%
1,9800.0%0.08%
-19.4%
Q4 2015$234,000,000
+0.9%
1,9800.0%0.09%
+8.1%
Q3 2015$232,000,000
+1.3%
1,9800.0%0.09%
+3.6%
Q2 2015$229,000,000
-2.1%
1,9800.0%0.08%
-11.7%
Q1 2015$234,000,000
+0.4%
1,9800.0%0.09%
+27.0%
Q4 2014$233,000,000
+0.9%
1,9800.0%0.07%
-14.0%
Q3 2014$231,000,000
+100773.4%
1,9800.0%0.09%
+4.9%
Q2 2014$229,000
+2.2%
1,9800.0%0.08%
+26.2%
Q1 2014$224,000
+4.2%
1,9800.0%0.06%
-13.3%
Q4 2013$215,000
+0.5%
1,9800.0%0.08%
-8.5%
Q2 2013$214,0001,9800.08%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
NewFocus Financial Group, LLC 277,390$17,428,0005.13%
Towerpoint Wealth, LLC 116,937$7,347,0003.68%
MISSION WEALTH MANAGEMENT, LP 848,978$53,341,0003.34%
Epstein & White Financial LLC 147,045$9,238,0002.84%
PACIFIC CAPITAL WEALTH ADVISORS, INC 73,343$4,608,0002.62%
Miracle Mile Advisors, LLC 508,280$31,935,0001.96%
Blue Zone Wealth Advisors, LLC 62,653$3,936,0001.90%
Boltwood Capital Management 60,974$3,831,0001.86%
Omega Financial Group, LLC 53,689$3,373,0001.82%
Slow Capital, Inc. 114,464$7,192,0001.72%
View complete list of ISHARES TR shareholders