ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 52 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,225,000 | +329.8% | 20,000 | +728.2% | 0.00% | – |
| Q4 2015 | $285,000 | -24.0% | 2,415 | -24.4% | 0.00% | – |
| Q3 2015 | $375,000 | +1.6% | 3,195 | 0.0% | 0.00% | – |
| Q2 2015 | $369,000 | -29.2% | 3,195 | -27.5% | 0.00% | -100.0% |
| Q1 2015 | $521,000 | +0.4% | 4,405 | 0.0% | 0.00% | – |
| Q4 2014 | $519,000 | +5.1% | 4,405 | +4.0% | 0.00% | – |
| Q3 2014 | $494,000 | +26.3% | 4,235 | +25.5% | 0.00% | – |
| Q2 2014 | $391,000 | -44.1% | 3,375 | -45.3% | 0.00% | -100.0% |
| Q1 2014 | $699,000 | +4.0% | 6,172 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $672,000 | -5.6% | 6,172 | -5.6% | 0.00% | 0.0% |
| Q3 2013 | $712,000 | +45.0% | 6,537 | +43.9% | 0.00% | – |
| Q2 2013 | $491,000 | -39.0% | 4,542 | -35.2% | 0.00% | -100.0% |
| Q1 2013 | $805,000 | – | 7,014 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orin Green Financial, LLC | 310,721 | $16,845,000 | 10.95% |
| Financial Connections Group, Inc. | 189,773 | $10,289,000 | 8.68% |
| Brio Consultants, LLC | 449,642 | $24,303,000 | 5.14% |
| Slow Capital, Inc. | 427,779 | $23,194,000 | 5.01% |
| Manhattan West Asset Management, LLC | 142,277 | $7,714,000 | 4.77% |
| Opes Wealth Management LLC | 198,657 | $10,771,000 | 4.31% |
| Warren Street Wealth Advisors, LLC | 55,015 | $2,983,000 | 3.00% |
| Navalign, LLC | 98,878 | $5,361,000 | 2.41% |
| Caerus Investment Advisors, LLC | 26,264 | $1,424,000 | 1.80% |
| Waypoint Wealth Partners Inc. | 75,115 | $4,073,000 | 1.72% |