ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 136 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $289,000 | -0.3% | 4,725 | 0.0% | 0.03% | -18.4% |
| Q3 2019 | $290,000 | +0.3% | 4,725 | -0.9% | 0.04% | 0.0% |
| Q2 2019 | $289,000 | +2.5% | 4,769 | +0.9% | 0.04% | -9.5% |
| Q1 2019 | $282,000 | -56.7% | 4,725 | -57.6% | 0.04% | -67.2% |
| Q4 2018 | $652,000 | +136.2% | 11,156 | +134.1% | 0.13% | +204.8% |
| Q3 2018 | $276,000 | -42.1% | 4,765 | -41.6% | 0.04% | -61.5% |
| Q2 2018 | $477,000 | -9.7% | 8,155 | -9.9% | 0.11% | -18.7% |
| Q1 2018 | $528,000 | – | 9,054 | – | 0.13% | – |
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% |