ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 130 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $482,000 | -19.9% | 7,727 | -20.4% | 0.08% | -27.4% |
| Q3 2021 | $602,000 | -0.5% | 9,704 | +1504.0% | 0.11% | 0.0% |
| Q2 2021 | $605,000 | +4.1% | 605 | -93.5% | 0.11% | -0.9% |
| Q1 2021 | $581,000 | -4.6% | 9,346 | -3.5% | 0.11% | +1.8% |
| Q4 2020 | $609,000 | +11.3% | 9,687 | +10.5% | 0.11% | -0.9% |
| Q3 2020 | $547,000 | -5.7% | 8,769 | -6.0% | 0.11% | -11.7% |
| Q2 2020 | $580,000 | +8.4% | 9,329 | +5.4% | 0.13% | -5.2% |
| Q1 2020 | $535,000 | -49.5% | 8,847 | -48.9% | 0.14% | -42.8% |
| Q4 2019 | $1,060,000 | +12.8% | 17,312 | +12.9% | 0.24% | +2.6% |
| Q3 2019 | $940,000 | +7.9% | 15,339 | +6.8% | 0.23% | 0.0% |
| Q2 2019 | $871,000 | +28.8% | 14,369 | +26.7% | 0.23% | +25.0% |
| Q1 2019 | $676,000 | +6.8% | 11,344 | +4.7% | 0.18% | -5.2% |
| Q4 2018 | $633,000 | +15.9% | 10,835 | +15.0% | 0.19% | +5.4% |
| Q3 2018 | $546,000 | -1.1% | 9,423 | 0.0% | 0.18% | -15.2% |
| Q2 2018 | $552,000 | +90.3% | 9,423 | +89.4% | 0.22% | +83.9% |
| Q1 2018 | $290,000 | -1.4% | 4,974 | 0.0% | 0.12% | +34.1% |
| Q4 2017 | $294,000 | -0.3% | 4,974 | +100.0% | 0.09% | -38.9% |
| Q3 2017 | $295,000 | +0.7% | 2,487 | 0.0% | 0.14% | -13.8% |
| Q2 2017 | $293,000 | +1.4% | 2,487 | 0.0% | 0.17% | -6.7% |
| Q1 2017 | $289,000 | +0.7% | 2,487 | 0.0% | 0.18% | -7.3% |
| Q4 2016 | $287,000 | -4.3% | 2,487 | 0.0% | 0.19% | -11.5% |
| Q3 2016 | $300,000 | -1.3% | 2,487 | 0.0% | 0.22% | -9.5% |
| Q2 2016 | $304,000 | +2.4% | 2,487 | 0.0% | 0.24% | +2.6% |
| Q1 2016 | $297,000 | +1.0% | 2,487 | 0.0% | 0.24% | +10.8% |
| Q4 2015 | $294,000 | – | 2,487 | – | 0.21% | – |
Download | ||||||
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% |