ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 114 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $425,833,000 | -1.1% | 6,855 | 0.0% | 0.08% | -17.0% |
| Q4 2020 | $430,700,000 | +0.7% | 6,855 | 0.0% | 0.10% | -18.0% |
| Q3 2020 | $427,695,000 | +0.4% | 6,855 | 0.0% | 0.12% | -15.3% |
| Q2 2020 | $426,107,000 | +2.7% | 6,855 | 0.0% | 0.14% | -17.2% |
| Q1 2020 | $414,865,000 | -1.2% | 6,855 | 0.0% | 0.17% | +30.8% |
| Q4 2019 | $419,732,000 | -0.1% | 6,855 | 0.0% | 0.13% | -9.5% |
| Q3 2019 | $420,075,000 | -32.6% | 6,855 | -33.3% | 0.15% | -35.2% |
| Q2 2019 | $623,380,000 | +1.8% | 10,280 | 0.0% | 0.23% | +8.1% |
| Q1 2019 | $612,586,000 | +2.0% | 10,280 | 0.0% | 0.21% | -8.3% |
| Q4 2018 | $600,814,000 | +0.8% | 10,280 | 0.0% | 0.23% | +18.7% |
| Q3 2018 | $596,138,000 | -0.9% | 10,280 | 0.0% | 0.19% | -8.1% |
| Q2 2018 | $601,792,000 | +72.6% | 10,280 | +72.1% | 0.21% | +84.2% |
| Q1 2018 | $348,761,000 | – | 5,975 | – | 0.11% | – |
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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% |