Winfield Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Winfield Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,059,000
-6.6%
18,2000.0%0.38%
+1.3%
Q4 2021$1,134,000
+12.7%
18,200
+12.3%
0.38%
+1.6%
Q3 2021$1,006,000
-0.8%
16,2000.0%0.37%
-0.5%
Q2 2021$1,014,000
+15.4%
16,200
+14.5%
0.37%
+3.9%
Q1 2021$879,000
+4.8%
14,150
+6.0%
0.36%
+1.4%
Q4 2020$839,000
+4.6%
13,350
+3.9%
0.36%
-7.1%
Q3 2020$802,000
+16.7%
12,850
+16.3%
0.38%
+8.5%
Q2 2020$687,000
+2.7%
11,0500.0%0.35%
-16.8%
Q1 2020$669,000
+3.1%
11,050
+4.2%
0.42%
+40.5%
Q4 2019$649,000
+8.3%
10,600
+8.4%
0.30%
+2.7%
Q3 2019$599,000
+1.0%
9,7750.0%0.29%
-4.6%
Q2 2019$593,000
+1.9%
9,7750.0%0.31%
-1.0%
Q1 2019$582,000
-15.4%
9,775
-17.0%
0.31%
-26.4%
Q4 2018$688,000
+0.7%
11,7750.0%0.42%
+24.9%
Q3 2018$683,000
+7.2%
11,775
+8.3%
0.34%
-1.2%
Q2 2018$637,000
+0.3%
10,8750.0%0.34%
-0.3%
Q1 2018$635,000
-1.4%
10,8750.0%0.34%
+4.9%
Q4 2017$644,000
+0.6%
10,875
+101.4%
0.33%
-3.3%
Q3 2017$640,000
+0.6%
5,4000.0%0.34%
-4.3%
Q2 2017$636,000
-12.5%
5,400
-13.6%
0.35%
-14.8%
Q1 2017$727,000
-2.5%
6,250
-3.3%
0.41%
-9.8%
Q4 2016$746,000
-4.4%
6,4630.0%0.46%
-6.7%
Q3 2016$780,000
+0.4%
6,463
+1.6%
0.49%
-3.2%
Q2 2016$777,000
+2.4%
6,3630.0%0.51%
-1.6%
Q1 2016$759,000
+28.2%
6,363
+26.9%
0.52%
+29.7%
Q4 2015$592,000
+0.7%
5,0130.0%0.40%
-9.6%
Q3 2015$588,000
-9.1%
5,013
-10.5%
0.44%
-0.9%
Q2 2015$647,000
-2.3%
5,6010.0%0.44%
-4.5%
Q1 2015$662,000
+31.3%
5,601
+31.0%
0.46%
+25.1%
Q4 2014$504,000
+8.6%
4,276
+7.5%
0.37%
+7.5%
Q3 2014$464,000
+20.5%
3,976
+19.5%
0.34%
+23.7%
Q2 2014$385,000
+231.9%
3,326
+224.2%
0.28%
+190.6%
Q1 2014$116,000
+3.6%
1,0260.0%0.10%
+4.3%
Q4 2013$112,0001,0260.09%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders