KCM INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 361 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$423,999
-4.4%
7,5660.0%0.02%
-6.2%
Q1 2024$443,292
+8.6%
7,5660.0%0.02%0.0%
Q4 2023$408,337
+11.3%
7,5660.0%0.02%0.0%
Q3 2023$366,951
-14.1%
7,5660.0%0.02%
-5.9%
Q2 2023$427,176
+4.6%
7,5660.0%0.02%0.0%
Q1 2023$408,413
+102516.3%
7,5660.0%0.02%0.0%
Q4 2022$398
-99.9%
7,5660.0%0.02%0.0%
Q3 2022$357,000
-6.5%
7,5660.0%0.02%0.0%
Q2 2022$382,000
-13.8%
7,566
+4.1%
0.02%
+6.2%
Q1 2022$443,000
-8.1%
7,266
-0.8%
0.02%
-5.9%
Q4 2021$482,000
+4.8%
7,3210.0%0.02%
-5.6%
Q3 2021$460,000
+4.3%
7,321
+500.1%
0.02%0.0%
Q2 2021$441,000
+9.4%
1,2200.0%0.02%0.0%
Q1 2021$403,000
+1.0%
1,2200.0%0.02%
-5.3%
Q4 2020$399,000
+9.0%
1,2200.0%0.02%
-5.0%
Q3 2020$366,000
+4.6%
1,220
-7.6%
0.02%0.0%
Q2 2020$350,000
+15.9%
1,320
-1.5%
0.02%0.0%
Q1 2020$302,000
-23.4%
1,340
-10.0%
0.02%
-4.8%
Q4 2019$394,000
+7.1%
1,4890.0%0.02%0.0%
Q3 2019$368,000
+2.5%
1,4890.0%0.02%
-4.5%
Q2 2019$359,000
-4.0%
1,489
-7.9%
0.02%
-8.3%
Q1 2019$374,000
+8.1%
1,616
-6.6%
0.02%
+4.3%
Q4 2018$346,000
-12.2%
1,731
+0.1%
0.02%0.0%
Q3 2018$394,000
+13.5%
1,7300.0%0.02%
+9.5%
Q2 2018$347,000
-43.7%
1,730
-48.0%
0.02%
+10.5%
Q1 2018$616,000
+86.7%
3,328
+74.9%
0.02%0.0%
Q4 2017$330,000
+15.0%
1,903
+10.6%
0.02%
+5.6%
Q3 2017$287,000
-11.4%
1,720
-11.6%
0.02%
-10.0%
Q2 2017$324,000
+9.5%
1,945
-0.4%
0.02%
+5.3%
Q1 2017$296,0001,9520.02%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders