Personal Capital Advisors Corp - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 5 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Personal Capital Advisors Corp ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$611,502
+8.2%
18,598
+0.9%
0.00%0.0%
Q3 2022$565,000
-2.4%
18,431
+0.3%
0.00%0.0%
Q2 2022$579,000
-16.1%
18,377
+1.4%
0.00%0.0%
Q1 2022$690,000
-4.8%
18,130
+0.9%
0.00%0.0%
Q4 2021$725,000
+1.0%
17,975
-2.4%
0.00%
-25.0%
Q3 2021$718,000
+52.8%
18,410
+58.0%
0.00%
+100.0%
Q2 2021$470,000
-11.3%
11,653
-15.3%
0.00%
-33.3%
Q1 2021$530,000
-5.5%
13,757
-16.3%
0.00%
-25.0%
Q4 2020$561,000
+28.7%
16,4300.0%0.00%
+33.3%
Q3 2020$436,000
+41.1%
16,430
+33.1%
0.00%0.0%
Q2 2020$309,000
+32.1%
12,345
+5.4%
0.00%
+50.0%
Q1 2020$234,000
-26.2%
11,718
+7.1%
0.00%
-33.3%
Q4 2019$317,000
+5.3%
10,945
-3.1%
0.00%0.0%
Q3 2019$301,000
+1.3%
11,290
+0.4%
0.00%0.0%
Q1 2019$297,000
+20.2%
11,249
+3.2%
0.00%0.0%
Q4 2018$247,000
-19.3%
10,901
+0.5%
0.00%
-25.0%
Q3 2018$306,000
+3.7%
10,8460.0%0.00%0.0%
Q2 2018$295,00010,8460.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 163,212$5,141,0004.53%
HILL ISLAND FINANCIAL LLC 138,766$4,371,0001.94%
IMPACTfolio, LLC 62,781$1,978,0001.86%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,608,460$50,667,0001.86%
WRAPMANAGER INC 177,301$5,585,0001.74%
HARVEST GROUP WEALTH MANAGEMENT, LLC 80,892$2,786,0001.72%
Northland Capital Management LLC 46,521$1,465,0001.35%
BLUESTEM FINANCIAL ADVISORS, LLC 60,705$1,912,0001.33%
RPg Family Wealth Advisory, LLC 61,681$1,943,0001.16%
Stephens Consulting, LLC 44,708$1,408,3161.15%
View complete list of ISHARES TR shareholders