ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 114 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $650,000 | +0.5% | 10,416 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $647,000 | +2.7% | 10,416 | 0.0% | 0.02% | -11.1% |
| Q1 2020 | $630,000 | -1.1% | 10,416 | 0.0% | 0.03% | +22.7% |
| Q4 2019 | $637,000 | -2.2% | 10,416 | -2.2% | 0.02% | -4.3% |
| Q3 2019 | $651,000 | +0.8% | 10,652 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $646,000 | +1.9% | 10,652 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $634,000 | +1.8% | 10,652 | 0.0% | 0.02% | -12.0% |
| Q4 2018 | $623,000 | -0.6% | 10,652 | -1.3% | 0.02% | +19.0% |
| Q3 2018 | $627,000 | -3.5% | 10,790 | -3.1% | 0.02% | -16.0% |
| Q1 2018 | $650,000 | -1.4% | 11,130 | 0.0% | 0.02% | -3.8% |
| Q4 2017 | $659,000 | -0.2% | 11,130 | +100.0% | 0.03% | -7.1% |
| Q3 2017 | $660,000 | +0.6% | 5,565 | 0.0% | 0.03% | -3.4% |
| Q2 2017 | $656,000 | +26.6% | 5,565 | +25.1% | 0.03% | +7.4% |
| Q1 2017 | $518,000 | -21.0% | 4,450 | -21.7% | 0.03% | -18.2% |
| Q4 2016 | $656,000 | +3.8% | 5,683 | +8.6% | 0.03% | -2.9% |
| Q3 2016 | $632,000 | +165.5% | 5,233 | +168.6% | 0.03% | +161.5% |
| Q2 2016 | $238,000 | -37.2% | 1,948 | -38.9% | 0.01% | -38.1% |
| Q1 2016 | $379,000 | +21.5% | 3,189 | +20.4% | 0.02% | +31.2% |
| Q4 2015 | $312,000 | -0.6% | 2,648 | -0.9% | 0.02% | -5.9% |
| Q3 2015 | $314,000 | +9.0% | 2,671 | +7.4% | 0.02% | +30.8% |
| Q2 2015 | $288,000 | +14.7% | 2,487 | +17.1% | 0.01% | -23.5% |
| Q1 2015 | $251,000 | +13.1% | 2,123 | +12.9% | 0.02% | +6.2% |
| Q4 2014 | $222,000 | – | 1,880 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewFocus Financial Group, LLC | 277,390 | $17,428,000 | 5.13% |
| Towerpoint Wealth, LLC | 116,937 | $7,347,000 | 3.68% |
| MISSION WEALTH MANAGEMENT, LP | 848,978 | $53,341,000 | 3.34% |
| Epstein & White Financial LLC | 147,045 | $9,238,000 | 2.84% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 73,343 | $4,608,000 | 2.62% |
| Miracle Mile Advisors, LLC | 508,280 | $31,935,000 | 1.96% |
| Blue Zone Wealth Advisors, LLC | 62,653 | $3,936,000 | 1.90% |
| Boltwood Capital Management | 60,974 | $3,831,000 | 1.86% |
| Omega Financial Group, LLC | 53,689 | $3,373,000 | 1.82% |
| Slow Capital, Inc. | 114,464 | $7,192,000 | 1.72% |