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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $552,000 | 0.0% | 9,016 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $552,000 | -6.8% | 9,016 | -7.8% | 0.00% | -20.0% |
| Q2 2019 | $592,000 | -20.2% | 9,776 | -21.5% | 0.01% | -16.7% |
| Q1 2019 | $742,000 | -6.9% | 12,447 | -8.6% | 0.01% | -25.0% |
| Q4 2018 | $797,000 | +188.8% | 13,619 | +185.6% | 0.01% | +166.7% |
| Q3 2018 | $276,000 | +0.4% | 4,768 | +1.7% | 0.00% | -25.0% |
| Q2 2018 | $275,000 | -3.8% | 4,688 | -4.2% | 0.00% | 0.0% |
| Q1 2018 | $286,000 | -49.2% | 4,895 | -48.5% | 0.00% | -50.0% |
| Q4 2017 | $563,000 | -4.6% | 9,514 | +91.1% | 0.01% | -11.1% |
| Q3 2017 | $590,000 | +3.9% | 4,978 | +3.1% | 0.01% | -10.0% |
| Q2 2017 | $568,000 | -4.4% | 4,828 | -5.4% | 0.01% | -16.7% |
| Q1 2017 | $594,000 | -16.6% | 5,106 | -17.2% | 0.01% | -25.0% |
| Q4 2016 | $712,000 | +3.6% | 6,166 | +8.3% | 0.02% | -5.9% |
| Q3 2016 | $687,000 | +43.4% | 5,696 | +45.0% | 0.02% | +30.8% |
| Q2 2016 | $479,000 | – | 3,928 | – | 0.01% | – |
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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% |