KCM INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 145 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.59 and the average weighting 0.1%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$895,556
+0.1%
11,979
-0.1%
0.04%
+8.3%
Q2 2023$894,526
+5.1%
11,989
+0.2%
0.04%
+5.9%
Q1 2023$851,399
+89804.9%
11,968
-4.6%
0.03%
-17.1%
Q4 2022$947
-99.9%
12,542
+0.5%
0.04%
+5.1%
Q3 2022$843,000
-23.2%
12,484
-20.4%
0.04%
-18.8%
Q2 2022$1,097,000
-18.7%
15,678
-1.8%
0.05%
-2.0%
Q1 2022$1,350,000
-3.8%
15,966
-1.4%
0.05%0.0%
Q4 2021$1,403,000
+5.6%
16,185
+0.5%
0.05%
-7.5%
Q3 2021$1,329,000
+1.8%
16,1040.0%0.05%0.0%
Q2 2021$1,305,000
+8.7%
16,104
+0.4%
0.05%0.0%
Q1 2021$1,201,000
+11.1%
16,040
-0.9%
0.05%
+1.9%
Q4 2020$1,081,000
+17.9%
16,190
+100.4%
0.05%
+2.0%
Q3 2020$917,000
+3.4%
8,077
+0.3%
0.05%
+2.0%
Q2 2020$887,000
+14.2%
8,049
+0.8%
0.05%
-3.8%
Q1 2020$777,000
-51.4%
7,989
-31.2%
0.05%
-40.2%
Q4 2019$1,600,000
+4.8%
11,610
-2.1%
0.09%
-2.2%
Q3 2019$1,526,000
+2.5%
11,8560.0%0.09%0.0%
Q2 2019$1,489,000
+6.5%
11,856
+0.2%
0.09%
-1.1%
Q1 2019$1,398,000
+11.3%
11,833
+0.2%
0.09%
+8.4%
Q4 2018$1,256,000
-12.0%
11,807
+0.4%
0.08%
+1.2%
Q3 2018$1,428,000
+3.9%
11,756
+0.2%
0.08%
-3.5%
Q2 2018$1,375,000
-50.3%
11,733
-50.0%
0.08%
+1.2%
Q1 2018$2,764,000
+97.6%
23,466
+100.3%
0.08%
+2.4%
Q4 2017$1,399,000
+6.9%
11,714
+0.4%
0.08%
+2.5%
Q3 2017$1,309,000
+4.5%
11,672
+0.2%
0.08%
+1.3%
Q2 2017$1,253,000
+3.4%
11,6520.0%0.08%
+2.6%
Q1 2017$1,212,000
+1.8%
11,652
-0.7%
0.08%
-3.8%
Q4 2016$1,191,000
+13.3%
11,734
+0.5%
0.08%
+11.1%
Q3 2016$1,051,000
+4.5%
11,677
-0.3%
0.07%
+2.9%
Q2 2016$1,006,000
+0.3%
11,707
-1.2%
0.07%
-5.4%
Q1 2016$1,003,000
-3.9%
11,850
+0.3%
0.07%
-9.8%
Q4 2015$1,044,000
-6.9%
11,817
-11.3%
0.08%
-11.8%
Q3 2015$1,121,000
-6.2%
13,328
+0.1%
0.09%
-2.1%
Q2 2015$1,195,000
-4.1%
13,319
-4.8%
0.10%
-5.0%
Q1 2015$1,246,000
-1.2%
13,996
+0.1%
0.10%
-5.7%
Q4 2014$1,261,000
+20.2%
13,984
+11.6%
0.11%
+10.4%
Q3 2014$1,049,000
+0.8%
12,527
+0.1%
0.10%
-1.0%
Q2 2014$1,041,000
+2.4%
12,518
+0.7%
0.10%
-7.6%
Q1 2014$1,017,000
+2.0%
12,4330.0%0.10%
-2.8%
Q4 2013$997,000
+9.4%
12,4330.0%0.11%
-0.9%
Q3 2013$911,000
+2.5%
12,4330.0%0.11%
+1.9%
Q2 2013$889,00012,4330.11%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders