ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 90 filers reported holding ISHARES TR in Q2 2017. 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 ↓ |
|---|---|---|---|
| NewFocus Financial Group, LLC | 277,390 | $17,428,000 | 5.13% |
| Towerpoint Wealth, LLC | 116,937 | $7,347,000 | 3.68% |
| MISSION WEALTH MANAGEMENT, LP | 848,978 | $53,341,000 | 3.34% |
| Epstein & White Financial LLC | 147,045 | $9,238,000 | 2.84% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 73,343 | $4,608,000 | 2.62% |
| Miracle Mile Advisors, LLC | 508,280 | $31,935,000 | 1.96% |
| Blue Zone Wealth Advisors, LLC | 62,653 | $3,936,000 | 1.90% |
| Boltwood Capital Management | 60,974 | $3,831,000 | 1.86% |
| Omega Financial Group, LLC | 53,689 | $3,373,000 | 1.82% |
| Slow Capital, Inc. | 114,464 | $7,192,000 | 1.72% |