KCM INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$279,335
-7.7%
5,527
-8.7%
0.01%
-8.3%
Q1 2023$302,721
+148292.6%
6,052
+34.2%
0.01%
+33.3%
Q4 2022$204
-99.9%
4,5100.0%0.01%
+12.5%
Q1 2022$227,000
-7.3%
4,5100.0%0.01%
-11.1%
Q4 2021$245,000
+4.3%
4,5100.0%0.01%0.0%
Q3 2021$235,000
-12.0%
4,510
-10.0%
0.01%
-18.2%
Q2 2021$267,000
+6.0%
5,0100.0%0.01%0.0%
Q1 2021$252,000
+5.0%
5,0100.0%0.01%
-8.3%
Q4 2020$240,000
+14.3%
5,0100.0%0.01%0.0%
Q3 2020$210,000
+2.4%
5,010
-1.4%
0.01%0.0%
Q2 2020$205,000
-23.8%
5,080
-11.3%
0.01%
-20.0%
Q4 2019$269,000
+8.5%
5,7250.0%0.02%
+7.1%
Q3 2019$248,000
-9.5%
5,725
-8.0%
0.01%
-12.5%
Q2 2019$274,000
-29.0%
6,225
-30.1%
0.02%
-36.0%
Q1 2019$386,000
-0.3%
8,900
-10.0%
0.02%
-3.8%
Q4 2018$387,000
-14.6%
9,885
-1.5%
0.03%0.0%
Q3 2018$453,000
-18.8%
10,040
-19.6%
0.03%
-23.5%
Q2 2018$558,000
-52.4%
12,490
-50.3%
0.03%
-5.6%
Q1 2018$1,172,000
+97.3%
25,130
+100.0%
0.04%
+2.9%
Q4 2017$594,000
+0.8%
12,5650.0%0.04%
-2.8%
Q3 2017$589,000
+5.7%
12,5650.0%0.04%
+2.9%
Q2 2017$557,000
+1.8%
12,565
-3.8%
0.04%0.0%
Q1 2017$547,000
+4.6%
13,065
-3.0%
0.04%0.0%
Q4 2016$523,000
-4.0%
13,465
-2.8%
0.04%
-5.4%
Q3 2016$545,000
-0.7%
13,850
-4.7%
0.04%
-2.6%
Q2 2016$549,000
-5.2%
14,528
-1.9%
0.04%
-11.6%
Q1 2016$579,000
+3.0%
14,814
+5.7%
0.04%
-2.3%
Q4 2015$562,000
-81.0%
14,014
-81.1%
0.04%
-82.0%
Q3 2015$2,959,000
-8.8%
74,340
+0.2%
0.24%
-5.0%
Q2 2015$3,246,000
-8.3%
74,221
-7.1%
0.26%
-8.8%
Q1 2015$3,538,000
+36.0%
79,911
+30.6%
0.28%
+29.2%
Q4 2014$2,602,000
-18.2%
61,186
-13.2%
0.22%
-24.7%
Q3 2014$3,179,000
+148.9%
70,530
+168.2%
0.29%
+144.5%
Q2 2014$1,277,000
+58.2%
26,295
+57.3%
0.12%
+43.4%
Q1 2014$807,000
+17.5%
16,720
+15.5%
0.08%
+10.7%
Q4 2013$687,000
+63.6%
14,470
+52.0%
0.08%
+50.0%
Q3 2013$420,000
+67.3%
9,520
+47.0%
0.05%
+66.7%
Q2 2013$251,0006,4750.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
METLIFE INC 11,888$568,8435.80%
Arrow Investment Advisors, LLC 104,313$4,978,8603.98%
KM Capital Management Ltd. 73,283$3,497,7972.39%
One Wealth Advisors, LLC 144,524$6,898,1311.53%
Stelac Advisory Services LLC 58,807$2,807,9771.53%
Providence First Trust Co 55,482$2,648,1561.48%
Barry Investment Advisors, LLC 85,307$4,071,7481.47%
ShoreHaven Wealth Partners, LLC 36,100$1,723,0531.18%
Willis Johnson & Associates, Inc. 224,455$10,713,2501.10%
Palisades Hudson Asset Management, L.P. 41,597$1,9851.09%
View complete list of ISHARES TR shareholders