Personal Capital Advisors Corp - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Personal Capital Advisors Corp ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$239,739,222
+2.7%
2,472,558
+1.8%
1.16%
-7.8%
Q3 2022$233,405,000
-2.0%
2,428,522
+3.5%
1.26%
+1.2%
Q2 2022$238,086,000
-11.4%
2,347,297
-8.3%
1.25%
-0.7%
Q1 2022$268,704,000
-0.5%
2,560,551
+0.6%
1.26%
+1.0%
Q4 2021$270,087,000
-17.0%
2,546,303
-17.4%
1.24%
-23.9%
Q3 2021$325,441,000
+53.0%
3,080,953
+54.0%
1.64%
+48.0%
Q2 2021$212,735,000
+9.6%
2,001,079
+9.0%
1.10%
-1.8%
Q1 2021$194,090,000
+10.9%
1,835,883
+9.5%
1.12%
+0.5%
Q4 2020$175,087,000
+6.0%
1,676,594
+5.6%
1.12%
-10.0%
Q3 2020$165,152,000
+8.0%
1,587,082
+6.2%
1.24%
-1.5%
Q2 2020$152,977,000
+8.2%
1,494,059
+6.1%
1.26%
-9.4%
Q1 2020$141,338,000
+6.8%
1,408,788
+7.2%
1.39%
+25.0%
Q4 2019$132,389,000
+9.8%
1,314,555
+9.2%
1.12%
-3.0%
Q3 2019$120,567,000
+8.2%
1,203,627
+8.7%
1.15%
+1.7%
Q2 2019$111,401,000
+11.3%
1,107,582
+10.3%
1.13%
+0.6%
Q1 2019$100,119,000
+11.0%
1,004,401
+9.1%
1.12%
-7.0%
Q4 2018$90,212,000
+5.9%
920,343
+6.7%
1.21%
+10.6%
Q3 2018$85,192,000
+8.1%
862,438
+9.1%
1.09%
-1.6%
Q2 2018$78,814,000
+10.0%
790,588
+10.5%
1.11%
-0.5%
Q1 2018$71,661,000
+13.6%
715,603
+13.3%
1.12%
+3.7%
Q4 2017$63,065,000
+10.1%
631,466
+10.7%
1.08%
-3.5%
Q3 2017$57,264,000
+9.0%
570,476
+9.0%
1.12%
-3.0%
Q2 2017$52,548,000
+9.3%
523,492
+10.4%
1.15%
-5.0%
Q1 2017$48,092,000
+11.4%
474,322
+10.7%
1.21%
-5.8%
Q4 2016$43,156,000
+10.4%
428,476
+10.7%
1.28%
-2.4%
Q3 2016$39,104,000
+14.8%
387,171
+15.4%
1.32%
+0.5%
Q2 2016$34,062,000
+20.8%
335,520
+19.8%
1.31%
+0.8%
Q1 2016$28,204,000
+18.6%
280,130
+16.6%
1.30%
-0.2%
Q4 2015$23,775,000
+20.6%
240,345
+21.0%
1.30%
+0.5%
Q3 2015$19,717,000
+15.9%
198,624
+16.7%
1.30%
+10.0%
Q2 2015$17,005,000
+19.2%
170,184
+19.5%
1.18%
+2.1%
Q1 2015$14,267,000
-38.4%
142,370
-39.1%
1.15%
-26.8%
Q4 2014$23,144,000
+143.5%
233,730
+147.1%
1.58%
+28.9%
Q3 2014$9,504,000
+35.8%
94,573
+38.5%
1.22%
+5.5%
Q2 2014$6,998,000
+39.3%
68,282
+37.5%
1.16%
+2.6%
Q1 2014$5,022,000
+34.0%
49,652
+33.8%
1.13%
-4.9%
Q4 2013$3,748,00037,1211.19%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders