ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 47 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $313,000 | -40.6% | 2,594 | -39.9% | 0.03% | -49.1% |
| Q2 2016 | $527,000 | +6.5% | 4,318 | +4.0% | 0.06% | +1.8% |
| Q1 2016 | $495,000 | +48.2% | 4,153 | +47.9% | 0.06% | +51.4% |
| Q4 2015 | $334,000 | -5.1% | 2,808 | -6.4% | 0.04% | -24.5% |
| Q3 2015 | $352,000 | -11.6% | 2,999 | -12.9% | 0.05% | +4.3% |
| Q2 2015 | $398,000 | -7.4% | 3,443 | -5.3% | 0.05% | -4.1% |
| Q1 2015 | $430,000 | -48.9% | 3,637 | -49.1% | 0.05% | -44.9% |
| Q4 2014 | $842,000 | -0.4% | 7,150 | -1.2% | 0.09% | +3.5% |
| Q3 2014 | $845,000 | +10.6% | 7,237 | +9.8% | 0.09% | +13.2% |
| Q2 2014 | $764,000 | +92.4% | 6,593 | +88.0% | 0.08% | +90.0% |
| Q1 2014 | $397,000 | +54.5% | 3,507 | +48.4% | 0.04% | +53.8% |
| Q4 2013 | $257,000 | -75.3% | 2,364 | -75.2% | 0.03% | -75.9% |
| Q3 2013 | $1,039,000 | +3.5% | 9,539 | +2.7% | 0.11% | -11.5% |
| Q2 2013 | $1,004,000 | – | 9,291 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 386,593 | $24,096,000 | 4.12% |
| Towerpoint Wealth, LLC | 129,344 | $8,062,000 | 3.82% |
| Bradley & Co. Private Wealth Management, LLC | 50,376 | $3,140,000 | 2.52% |
| MISSION WEALTH MANAGEMENT, LP | 878,905 | $54,782,000 | 2.46% |
| SELDON CAPITAL LP | 60,078 | $3,745,000 | 2.41% |
| Opes Wealth Management LLC | 117,909 | $7,349,000 | 2.28% |
| Omega Financial Group, LLC | 67,059 | $4,180,000 | 1.85% |
| Boltwood Capital Management | 73,472 | $4,580,000 | 1.69% |
| Safeguard Investment Advisory Group, LLC | 45,654 | $2,845,000 | 1.66% |
| Orin Green Financial, LLC | 37,496 | $2,253,000 | 1.63% |