ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 48 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,621,000 | -72.1% | 13,772 | -72.4% | 0.04% | -72.0% |
| Q1 2017 | $5,808,000 | +2108.4% | 49,934 | +2219.3% | 0.16% | +3120.0% |
| Q2 2016 | $263,000 | -60.7% | 2,153 | -61.6% | 0.01% | -73.7% |
| Q1 2016 | $669,000 | +151.5% | 5,604 | +138.9% | 0.02% | +533.3% |
| Q1 2014 | $266,000 | -64.4% | 2,346 | -65.8% | 0.00% | -70.0% |
| Q3 2013 | $747,000 | – | 6,864 | – | 0.01% | – |
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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% |