McNaughton Wealth Management, 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
McNaughton Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,480,845
-5.3%
27,003
-1.6%
0.98%
-1.6%
Q2 2023$1,563,164
+4.1%
27,448
+4.9%
1.00%
+0.4%
Q1 2023$1,502,165
+2.3%
26,1610.0%1.00%
-0.7%
Q4 2022$1,467,894
-3.6%
26,161
-6.9%
1.00%
-10.2%
Q3 2022$1,523,000
+1.3%
28,093
+5.5%
1.12%
+5.1%
Q2 2022$1,504,000
+42.3%
26,634
+46.7%
1.06%
+54.7%
Q1 2022$1,057,000
+10.3%
18,161
+17.5%
0.69%
+11.0%
Q4 2021$958,000
+6.7%
15,456
+6.9%
0.62%
-2.4%
Q3 2021$898,000
+1.6%
14,459
+2.5%
0.64%
+2.4%
Q2 2021$884,000
+0.8%
14,112
-0.1%
0.62%
-7.7%
Q1 2021$877,000
+9.8%
14,124
+11.1%
0.67%
+5.0%
Q4 2020$799,000
+0.3%
12,712
-0.5%
0.64%
-8.3%
Q3 2020$797,000
+1.4%
12,777
+1.1%
0.70%
-4.1%
Q2 2020$786,000
+3.1%
12,641
+0.4%
0.73%
-10.6%
Q1 2020$762,000
-11.6%
12,592
-10.3%
0.81%
+1.5%
Q4 2019$862,00014,0350.80%
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