Personal Capital Advisors Corp - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Personal Capital Advisors Corp ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,194,975
+3.9%
21,297
+0.4%
0.01%0.0%
Q3 2022$1,150,000
-0.7%
21,212
+3.4%
0.01%0.0%
Q2 2022$1,158,000
-0.8%
20,517
+2.3%
0.01%
+20.0%
Q1 2022$1,167,000
-0.9%
20,063
+6.4%
0.01%0.0%
Q4 2021$1,178,000
-23.3%
18,862
-23.7%
0.01%
-37.5%
Q3 2021$1,535,000
+5.1%
24,733
+6.0%
0.01%0.0%
Q2 2021$1,461,000
-0.8%
23,339
-1.6%
0.01%
-11.1%
Q1 2021$1,473,000
+45.1%
23,714
+46.8%
0.01%
+50.0%
Q4 2020$1,015,000
-20.8%
16,154
-21.4%
0.01%
-40.0%
Q3 2020$1,282,000
+48.6%
20,540
+48.0%
0.01%
+42.9%
Q2 2020$863,000
+2.5%
13,880
-0.2%
0.01%
-12.5%
Q1 2020$842,000
+1.3%
13,914
+2.5%
0.01%
+14.3%
Q4 2019$831,000
+21.5%
13,570
+21.5%
0.01%0.0%
Q3 2019$684,000
+11.9%
11,165
+10.8%
0.01%
+16.7%
Q2 2019$611,000
+10.1%
10,076
+8.1%
0.01%0.0%
Q1 2019$555,000
+25.3%
9,317
+22.9%
0.01%0.0%
Q4 2018$443,000
-5.5%
7,579
-6.2%
0.01%0.0%
Q3 2018$469,000
+30.3%
8,081
+31.4%
0.01%
+20.0%
Q2 2018$360,000
+18.4%
6,150
+18.2%
0.01%0.0%
Q1 2018$304,000
+15.2%
5,203
+16.4%
0.01%0.0%
Q4 2017$264,000
+7.8%
4,469
+116.3%
0.01%0.0%
Q3 2017$245,0002,0660.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Orin Green Financial, LLC 316,849$17,376,0009.65%
MYECFO, LLC 192,588$10,553,2577.32%
Manhattan West Asset Management, LLC 436,703$23,647,4677.28%
Brio Consultants, LLC 511,684$28,060,7425.27%
Slow Capital, Inc. 451,533$24,762,0534.55%
Opes Wealth Management LLC 278,281$15,260,9304.23%
Creative Capital Management Investments LLC 70,180$3,848,6712.64%
Certus Wealth Management, LLC 50,049$2,744,6872.62%
Rinkey Investments 93,864$5,147,5022.36%
Warren Street Wealth Advisors, LLC 56,375$3,091,6052.04%
View complete list of ISHARES TR shareholders