Litman Gregory Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 148 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
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%
9,4230.0%0.18%
-15.2%
Q2 2018$552,000
+90.3%
9,423
+89.4%
0.22%
+83.9%
Q1 2018$290,000
-1.4%
4,9740.0%0.12%
+34.1%
Q4 2017$294,000
-0.3%
4,974
+100.0%
0.09%
-38.9%
Q3 2017$295,000
+0.7%
2,4870.0%0.14%
-13.8%
Q2 2017$293,000
+1.4%
2,4870.0%0.17%
-6.7%
Q1 2017$289,000
+0.7%
2,4870.0%0.18%
-7.3%
Q4 2016$287,000
-4.3%
2,4870.0%0.19%
-11.5%
Q3 2016$300,000
-1.3%
2,4870.0%0.22%
-9.5%
Q2 2016$304,000
+2.4%
2,4870.0%0.24%
+2.6%
Q1 2016$297,000
+1.0%
2,4870.0%0.24%
+10.8%
Q4 2015$294,0002,4870.21%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Pure Financial Advisors, LLC 59,410$7,019,0003.04%
Parkside Advisors LLC 32,987$3,871,0002.87%
NewFocus Financial Group, LLC 8,708$1,029,0000.72%
CAPRIN ASSET MANAGEMENT LLC /ADV 6,900$815,0000.70%
BANK OF STOCKTON 6,400$757,0000.44%
MILLIE CAPITAL MANAGEMENT, LLC 3,320$392,0000.41%
Winfield Associates, Inc. 5,013$592,0000.40%
Garde Capital, Inc. 8,241$974,0000.34%
Pictet North America Advisors SA 11,000$1,300,0000.30%
FCA CORP /TX 4,344$513,0000.30%
View complete list of ISHARES TR shareholders