ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 110 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $543,485 | -7.5% | 9,910 | -4.0% | 0.00% | – |
Q2 2023 | $587,688 | +8.0% | 10,319 | +8.9% | 0.00% | – |
Q1 2023 | $544,018 | +102159.0% | 9,474 | 0.0% | 0.00% | – |
Q4 2022 | $532 | -99.9% | 9,474 | -18.7% | 0.00% | – |
Q3 2022 | $632,000 | -31.2% | 11,657 | -28.3% | 0.00% | -100.0% |
Q2 2022 | $918,000 | +1.9% | 16,254 | +5.0% | 0.00% | 0.0% |
Q1 2022 | $901,000 | -6.8% | 15,478 | -0.3% | 0.00% | 0.0% |
Q4 2021 | $967,000 | +5.2% | 15,517 | +4.8% | 0.00% | 0.0% |
Q3 2021 | $919,000 | -0.8% | 14,806 | +0.2% | 0.00% | 0.0% |
Q2 2021 | $926,000 | +5.8% | 14,781 | +5.0% | 0.00% | 0.0% |
Q1 2021 | $875,000 | +8.7% | 14,083 | +9.9% | 0.00% | 0.0% |
Q4 2020 | $805,000 | -13.9% | 12,815 | -14.5% | 0.00% | 0.0% |
Q3 2020 | $935,000 | +14.6% | 14,987 | +14.2% | 0.00% | 0.0% |
Q2 2020 | $816,000 | +11.2% | 13,124 | +8.2% | 0.00% | 0.0% |
Q1 2020 | $734,000 | 0.0% | 12,124 | +1.1% | 0.00% | 0.0% |
Q4 2019 | $734,000 | +0.3% | 11,995 | +0.4% | 0.00% | 0.0% |
Q3 2019 | $732,000 | -1.9% | 11,950 | -2.9% | 0.00% | 0.0% |
Q2 2019 | $746,000 | -45.9% | 12,303 | -47.2% | 0.00% | 0.0% |
Q1 2019 | $1,378,000 | +115.6% | 23,323 | +113.4% | 0.00% | 0.0% |
Q4 2018 | $639,000 | +19.7% | 10,930 | +18.8% | 0.00% | 0.0% |
Q3 2018 | $534,000 | -1.1% | 9,201 | -0.3% | 0.00% | 0.0% |
Q2 2018 | $540,000 | +0.6% | 9,226 | +0.3% | 0.00% | 0.0% |
Q1 2018 | $537,000 | +0.2% | 9,201 | +1.5% | 0.00% | 0.0% |
Q4 2017 | $536,000 | +0.9% | 9,068 | +102.5% | 0.00% | 0.0% |
Q3 2017 | $531,000 | +0.8% | 4,477 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $527,000 | +1.2% | 4,477 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $521,000 | +0.8% | 4,477 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $517,000 | -4.3% | 4,477 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $540,000 | -1.1% | 4,477 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $546,000 | +1.5% | 4,477 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $538,000 | -4.3% | 4,477 | -5.8% | 0.00% | 0.0% |
Q4 2015 | $562,000 | +0.7% | 4,754 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $558,000 | +1.6% | 4,754 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $549,000 | – | 4,754 | – | 0.00% | – |
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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% |