ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 71 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,098 | -45.0% | 4,688 | -42.2% | 0.01% | +20.0% |
| Q2 2023 | $467,544 | +98.5% | 8,104 | +101.1% | 0.01% | 0.0% |
| Q1 2023 | $235,523 | +100122.6% | 4,029 | +0.4% | 0.01% | +66.7% |
| Q4 2022 | $235 | -99.9% | 4,014 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $233,000 | +0.4% | 3,986 | +0.5% | 0.01% | -14.3% |
| Q2 2022 | $232,000 | 0.0% | 3,968 | 0.0% | 0.01% | +133.3% |
| Q1 2022 | $232,000 | – | 3,968 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $202,000 | -54.5% | 3,372 | -55.7% | 0.03% | +3.7% |
| Q4 2018 | $444,000 | -5.3% | 7,609 | -5.9% | 0.03% | +42.1% |
| Q3 2018 | $469,000 | +44.8% | 8,084 | +46.1% | 0.02% | +35.7% |
| Q2 2018 | $324,000 | -6.9% | 5,534 | -6.0% | 0.01% | -12.5% |
| Q1 2018 | $348,000 | 0.0% | 5,890 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $348,000 | -14.3% | 5,890 | +72.1% | 0.02% | 0.0% |
| Q3 2017 | $406,000 | -31.9% | 3,423 | -32.4% | 0.02% | -36.0% |
| Q2 2017 | $596,000 | -21.8% | 5,064 | -22.7% | 0.02% | -24.2% |
| Q1 2017 | $762,000 | +0.9% | 6,550 | +0.2% | 0.03% | -8.3% |
| Q4 2016 | $755,000 | +2.6% | 6,538 | +7.3% | 0.04% | -5.3% |
| Q3 2016 | $736,000 | +76.5% | 6,095 | +78.5% | 0.04% | +65.2% |
| Q2 2016 | $417,000 | +106.4% | 3,415 | +1.3% | 0.02% | -17.9% |
| Q1 2016 | $202,000 | -44.8% | 3,372 | +8.7% | 0.03% | +12.0% |
| Q4 2015 | $366,000 | – | 3,101 | – | 0.02% | – |
Download | ||||||
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% |