Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$252,000
+0.8%
4,332
+7.8%
0.02%0.0%
Q4 2021$250,000
+1.2%
4,017
+1.1%
0.02%
-14.3%
Q3 2021$247,000
-0.4%
3,975
+0.4%
0.02%
-4.5%
Q2 2021$248,000
+1.2%
3,961
+0.4%
0.02%
-12.0%
Q1 2021$245,000
+345.5%
3,946
+352.0%
0.02%
+316.7%
Q4 2020$55,000
-97.5%
873
-97.7%
0.01%
-99.1%
Q2 2018$2,177,000
+1549.2%
37,192
+1546.4%
0.66%
+1236.7%
Q1 2018$132,000
+230.0%
2,259
+237.7%
0.05%
+226.7%
Q4 2017$40,000
-95.7%
669
-91.4%
0.02%
-95.0%
Q3 2017$926,000
-31.2%
7,816
-31.6%
0.30%
+2.4%
Q2 2017$1,345,000
+7.9%
11,426
+6.6%
0.29%
+10.6%
Q1 2017$1,247,000
+12.1%
10,718
+11.0%
0.26%
+9.1%
Q4 2016$1,112,000
+83.5%
9,658
+92.3%
0.24%
+55.8%
Q3 2016$606,000
-16.9%
5,023
-15.9%
0.16%
-19.6%
Q2 2016$729,000
+6.3%
5,970
+2.8%
0.19%
+2.6%
Q4 2015$686,000
+3.6%
5,806
+2.9%
0.19%
-3.6%
Q3 2015$662,000
+25.9%
5,641
+23.8%
0.20%
+42.0%
Q2 2015$526,000
+5.6%
4,557
+8.1%
0.14%
+0.7%
Q1 2015$498,000
+32.4%
4,215
+32.0%
0.14%
+21.2%
Q4 2014$376,000
+12.2%
3,192
+11.1%
0.11%
+13.0%
Q3 2014$335,0002,8730.10%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NewFocus Financial Group, LLC 277,390$17,428,0005.13%
Towerpoint Wealth, LLC 116,937$7,347,0003.68%
MISSION WEALTH MANAGEMENT, LP 848,978$53,341,0003.34%
Epstein & White Financial LLC 147,045$9,238,0002.84%
PACIFIC CAPITAL WEALTH ADVISORS, INC 73,343$4,608,0002.62%
Miracle Mile Advisors, LLC 508,280$31,935,0001.96%
Blue Zone Wealth Advisors, LLC 62,653$3,936,0001.90%
Boltwood Capital Management 60,974$3,831,0001.86%
Omega Financial Group, LLC 53,689$3,373,0001.82%
Slow Capital, Inc. 114,464$7,192,0001.72%
View complete list of ISHARES TR shareholders