KCM INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders