ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 111 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $333,000 | -35.0% | 5,700 | -36.0% | 0.03% | -26.2% |
| Q3 2018 | $512,000 | +53.8% | 8,900 | +56.1% | 0.04% | +68.0% |
| Q2 2018 | $333,000 | +0.3% | 5,700 | 0.0% | 0.02% | -10.7% |
| Q1 2018 | $332,000 | 0.0% | 5,700 | 0.0% | 0.03% | -3.4% |
| Q4 2017 | $332,000 | -1.8% | 5,700 | 0.0% | 0.03% | -27.5% |
| Q3 2017 | $338,000 | +0.3% | 5,700 | +100.0% | 0.04% | -2.4% |
| Q2 2017 | $337,000 | – | 2,850 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |