ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 130 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $211,000 | +0.5% | 3,381 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $210,000 | +2.4% | 3,381 | 0.0% | 0.03% | -18.8% |
| Q1 2020 | $205,000 | -1.0% | 3,381 | 0.0% | 0.03% | +23.1% |
| Q4 2019 | $207,000 | -50.4% | 3,381 | -50.3% | 0.03% | -55.9% |
| Q3 2019 | $417,000 | +1.2% | 6,800 | 0.0% | 0.06% | -6.3% |
| Q2 2019 | $412,000 | -4.2% | 6,800 | -5.8% | 0.06% | -10.0% |
| Q1 2019 | $430,000 | -47.2% | 7,217 | -48.6% | 0.07% | -48.1% |
| Q3 2018 | $814,000 | -1.0% | 14,044 | 0.0% | 0.14% | -5.6% |
| Q2 2018 | $822,000 | +19.0% | 14,044 | +18.6% | 0.14% | +12.6% |
| Q1 2018 | $691,000 | +74.5% | 11,844 | +76.9% | 0.13% | +89.6% |
| Q4 2017 | $396,000 | -0.3% | 6,696 | +100.0% | 0.07% | -10.7% |
| Q3 2017 | $397,000 | +40.8% | 3,348 | +39.6% | 0.08% | +74.4% |
| Q2 2017 | $282,000 | +1.1% | 2,399 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $279,000 | -16.7% | 2,399 | -17.2% | 0.04% | -27.1% |
| Q4 2016 | $335,000 | +26.9% | 2,899 | +32.5% | 0.06% | +20.4% |
| Q3 2016 | $264,000 | – | 2,188 | – | 0.05% | – |
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% |