KCM INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 490 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$203,717
-3.7%
2,8200.0%0.01%
+12.5%
Q2 2023$211,500
+4.9%
2,8200.0%0.01%0.0%
Q1 2023$201,658
-28.5%
2,820
-22.9%
0.01%
-20.0%
Q1 2022$282,000
-9.6%
3,6560.0%0.01%
-9.1%
Q4 2021$312,000
+4.3%
3,656
-3.2%
0.01%
-8.3%
Q3 2021$299,000
-2.3%
3,7760.0%0.01%0.0%
Q2 2021$306,000
+6.6%
3,776
+3.3%
0.01%
-7.7%
Q1 2021$287,000
+8.7%
3,6560.0%0.01%0.0%
Q4 2020$264,000
+20.5%
3,656
+300.0%
0.01%
+8.3%
Q3 2020$219,000
+6.8%
9140.0%0.01%0.0%
Q2 2020$205,000
-6.0%
9140.0%0.01%0.0%
Q4 2019$218,000
+6.3%
9140.0%0.01%0.0%
Q3 2019$205,000
-1.0%
9140.0%0.01%0.0%
Q2 2019$207,000
+3.5%
9140.0%0.01%
-7.7%
Q1 2019$200,000
-23.7%
914
-18.6%
0.01%
-13.3%
Q3 2018$262,000
+24.8%
1,123
+20.1%
0.02%
+15.4%
Q2 2018$210,0009350.01%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders