ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 43 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,388 | -35.9% | 700 | -33.5% | 0.01% | -33.3% |
| Q2 2023 | $59,911 | +232.8% | 1,052 | +601.3% | 0.01% | +12.5% |
| Q3 2014 | $18,000 | -69.0% | 150 | -70.0% | 0.01% | -66.7% |
| Q2 2014 | $58,000 | +1.8% | 500 | 0.0% | 0.02% | -7.7% |
| Q1 2014 | $57,000 | -47.2% | 500 | -50.0% | 0.03% | -13.3% |
| Q4 2013 | $108,000 | +100.0% | 1,000 | +100.0% | 0.03% | -9.1% |
| Q3 2013 | $54,000 | 0.0% | 500 | 0.0% | 0.03% | -8.3% |
| Q2 2013 | $54,000 | – | 500 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 386,593 | $24,096,000 | 4.12% |
| Towerpoint Wealth, LLC | 129,344 | $8,062,000 | 3.82% |
| Bradley & Co. Private Wealth Management, LLC | 50,376 | $3,140,000 | 2.52% |
| MISSION WEALTH MANAGEMENT, LP | 878,905 | $54,782,000 | 2.46% |
| SELDON CAPITAL LP | 60,078 | $3,745,000 | 2.41% |
| Opes Wealth Management LLC | 117,909 | $7,349,000 | 2.28% |
| Omega Financial Group, LLC | 67,059 | $4,180,000 | 1.85% |
| Boltwood Capital Management | 73,472 | $4,580,000 | 1.69% |
| Safeguard Investment Advisory Group, LLC | 45,654 | $2,845,000 | 1.66% |
| Orin Green Financial, LLC | 37,496 | $2,253,000 | 1.63% |