Towerpoint Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 167 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,629,740
-17.2%
29,718
-14.0%
0.97%
-12.7%
Q2 2023$1,968,392
-22.0%
34,564
-21.3%
1.11%
-23.2%
Q1 2023$2,522,548
-6.3%
43,932
-8.4%
1.44%
-7.0%
Q4 2022$2,691,069
+181.2%
47,961
+171.7%
1.55%
+169.2%
Q3 2022$957,000
-2.6%
17,653
+1.4%
0.58%
-1.7%
Q2 2022$983,000
-87.0%
17,416
-86.6%
0.59%
-84.4%
Q1 2022$7,574,000
-6.1%
130,186
+0.7%
3.76%
-1.4%
Q4 2021$8,062,000
-6.9%
129,344
-7.3%
3.82%
-11.5%
Q3 2021$8,657,000
+3.6%
139,463
+4.5%
4.31%
+3.8%
Q2 2021$8,358,000
+6.9%
133,473
+6.0%
4.15%
+10.7%
Q1 2021$7,822,000
+6.5%
125,917
+7.7%
3.75%
+2.1%
Q4 2020$7,347,000
+6.8%
116,937
+6.0%
3.68%
-3.9%
Q3 2020$6,882,000
+5.3%
110,302
+4.9%
3.82%
-6.0%
Q2 2020$6,534,000
+10.2%
105,120
+7.3%
4.07%
-13.4%
Q1 2020$5,928,000
-9.0%
97,959
-7.9%
4.70%
+9.1%
Q4 2019$6,515,000
+2.5%
106,399
+2.5%
4.30%
-0.3%
Q3 2019$6,359,000
+10.0%
103,769
+9.5%
4.32%
+6.6%
Q2 2019$5,779,000
+21.8%
94,744
+19.0%
4.05%
+22.3%
Q1 2019$4,746,000
+20.5%
79,650
+18.1%
3.31%
+4.9%
Q4 2018$3,940,000
+15.8%
67,420
+14.9%
3.16%
+11.8%
Q3 2018$3,402,000
+103.8%
58,665
+105.7%
2.82%
+80.1%
Q2 2018$1,669,000
+36.6%
28,515
+36.2%
1.57%
+15.9%
Q1 2018$1,222,000
-18.5%
20,935
-17.5%
1.35%
-31.8%
Q4 2017$1,500,00025,3651.98%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders