ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 91 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $162,746 | +34.4% | 2,990 | +40.6% | 0.01% | +33.3% |
Q2 2023 | $121,076 | -85.2% | 2,126 | -85.2% | 0.01% | -86.4% |
Q1 2023 | $819,101 | +716.0% | 14,340 | +701.6% | 0.04% | +528.6% |
Q4 2022 | $100,381 | +3.5% | 1,789 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $97,000 | -4.0% | 1,789 | 0.0% | 0.01% | -12.5% |
Q2 2022 | $101,000 | 0.0% | 1,789 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $101,000 | -14.4% | 1,789 | -6.1% | 0.01% | -33.3% |
Q3 2021 | $118,000 | -0.8% | 1,905 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $119,000 | +0.8% | 1,905 | 0.0% | 0.01% | -14.3% |
Q1 2021 | $118,000 | -14.5% | 1,905 | -13.3% | 0.01% | -17.6% |
Q4 2020 | $138,000 | +0.7% | 2,198 | 0.0% | 0.02% | -15.0% |
Q3 2020 | $137,000 | 0.0% | 2,198 | 0.0% | 0.02% | -9.1% |
Q2 2020 | $137,000 | +3.0% | 2,198 | 0.0% | 0.02% | -12.0% |
Q1 2020 | $133,000 | -10.1% | 2,198 | -9.4% | 0.02% | +8.7% |
Q4 2019 | $148,000 | -0.7% | 2,425 | 0.0% | 0.02% | -4.2% |
Q3 2019 | $149,000 | +38.0% | 2,425 | +35.6% | 0.02% | +14.3% |
Q2 2019 | $108,000 | +17.4% | 1,789 | +15.6% | 0.02% | -4.5% |
Q1 2019 | $92,000 | +2.2% | 1,548 | 0.0% | 0.02% | -4.3% |
Q4 2018 | $90,000 | 0.0% | 1,548 | 0.0% | 0.02% | +15.0% |
Q3 2018 | $90,000 | -27.4% | 1,548 | -26.8% | 0.02% | -35.5% |
Q2 2018 | $124,000 | -23.9% | 2,114 | -24.3% | 0.03% | -31.1% |
Q1 2018 | $163,000 | -1.2% | 2,794 | 0.0% | 0.04% | 0.0% |
Q4 2017 | $165,000 | -0.6% | 2,794 | +100.0% | 0.04% | -34.8% |
Q3 2017 | $166,000 | +1.2% | 1,397 | 0.0% | 0.07% | -10.4% |
Q2 2017 | $164,000 | +1.2% | 1,397 | 0.0% | 0.08% | -15.4% |
Q1 2017 | $162,000 | +0.6% | 1,397 | 0.0% | 0.09% | -15.7% |
Q4 2016 | $161,000 | – | 1,397 | – | 0.11% | – |
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% |