KCM INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 566 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$248,470
-3.4%
2,8200.0%0.01%
-10.0%
Q1 2024$257,325
+15.2%
2,8200.0%0.01%
+11.1%
Q4 2023$223,400
+9.7%
2,8200.0%0.01%0.0%
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 2020
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 353,079$60,557,00015.41%
Capital Directions Investment Advisors, LLC 230,237$38,949,00012.86%
LVZ, Inc. 65,564$11,245,0006.54%
Simplicity Solutions, LLC 29,562$5,070,0006.01%
FIRST MERCHANTS CORP 105,032$18,014,0005.56%
AFFINITY WEALTH MANAGEMENT LLC 52,842$9,063,0005.33%
Perkins Coie Trust Co 39,951$6,852,0005.27%
Concorde Asset Management, LLC 26,063$4,470,0005.10%
FIRST HAWAIIAN BANK 161,991$27,783,0004.48%
Capital Advisors, Ltd. LLC 48,564$8,329,0004.32%
View complete list of ISHARES TR shareholders