ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 110 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |