KCM INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 142 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 2.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,832
-34.3%
885
-29.8%
0.01%
-30.8%
Q2 2023$314,715
+5.8%
1,260
-3.5%
0.01%
+8.3%
Q1 2023$297,467
+106519.0%
1,306
+0.1%
0.01%0.0%
Q4 2022$279
-99.9%
1,305
+40.3%
0.01%
+33.3%
Q1 2022$251,000
-2.3%
9300.0%0.01%0.0%
Q4 2021$257,000
-4.5%
930
-15.9%
0.01%
-18.2%
Q3 2021$269,000
-6.6%
1,1060.0%0.01%
-8.3%
Q2 2021$288,000
+20.5%
1,106
+19.1%
0.01%
+9.1%
Q1 2021$239,000
+16.6%
9290.0%0.01%
+10.0%
Q4 2020$205,000
-58.8%
929
-69.7%
0.01%
-64.3%
Q2 2020$498,000
-40.1%
3,064
-49.0%
0.03%
-50.0%
Q1 2020$831,000
-58.1%
6,008
-40.7%
0.06%
-48.1%
Q4 2019$1,982,000
+5.0%
10,1370.0%0.11%
-1.8%
Q3 2019$1,887,000
-1.1%
10,1370.0%0.11%
-3.5%
Q2 2019$1,908,000
+0.5%
10,137
+0.0%
0.11%
-7.3%
Q1 2019$1,898,000
+13.4%
10,1360.0%0.12%
+10.8%
Q4 2018$1,673,000
-19.3%
10,1360.0%0.11%
-6.7%
Q3 2018$2,073,000
+8.6%
10,136
-1.1%
0.12%
+0.8%
Q2 2018$1,909,000
-50.2%
10,251
-50.0%
0.12%
+1.7%
Q1 2018$3,834,000
+91.3%
20,502
+96.1%
0.12%
-0.9%
Q4 2017$2,004,000
+7.5%
10,455
+0.0%
0.12%
+2.6%
Q3 2017$1,865,000
+8.7%
10,451
+4.8%
0.11%
+5.6%
Q2 2017$1,716,000
+3.4%
9,975
-1.5%
0.11%
+1.9%
Q1 2017$1,660,000
+0.7%
10,125
+0.0%
0.11%
-4.5%
Q4 2016$1,648,000
+24.2%
10,120
+10.8%
0.11%
+22.0%
Q3 2016$1,327,000
+8.9%
9,137
+0.6%
0.09%
+7.1%
Q2 2016$1,219,000
-7.5%
9,087
-1.8%
0.08%
-12.4%
Q1 2016$1,318,000
+38.4%
9,256
+31.0%
0.10%
+29.3%
Q4 2015$952,000
+2.6%
7,066
+6.5%
0.08%
-2.6%
Q3 2015$928,000
+3.5%
6,636
+7.2%
0.08%
+8.5%
Q2 2015$897,000
-10.9%
6,190
-3.7%
0.07%
-12.3%
Q1 2015$1,007,000
-1.4%
6,430
+3.4%
0.08%
-5.8%
Q4 2014$1,021,0006,2200.09%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders