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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |