ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 79 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $31,000 | +3.3% | 263 | +0.4% | 0.00% | 0.0% |
| Q1 2017 | $30,000 | -85.9% | 262 | -85.2% | 0.00% | -90.0% |
| Q3 2016 | $213,000 | -24.2% | 1,768 | -26.2% | 0.04% | -52.9% |
| Q3 2015 | $281,000 | +7.3% | 2,397 | +5.7% | 0.08% | +10.4% |
| Q2 2015 | $262,000 | +10.5% | 2,268 | +12.9% | 0.08% | +18.5% |
| Q1 2015 | $237,000 | -1.2% | 2,009 | 0.0% | 0.06% | -13.3% |
| Q4 2014 | $240,000 | +2.6% | 2,009 | 0.0% | 0.08% | -12.8% |
| Q3 2014 | $234,000 | +96.6% | 2,009 | +83.8% | 0.09% | +43.3% |
| Q4 2013 | $119,000 | – | 1,093 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |