KCM INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 119 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$363,843
-3.8%
1,4780.0%0.02%
+6.7%
Q2 2023$378,184
+3.5%
1,4780.0%0.02%0.0%
Q1 2023$365,344
+92392.2%
1,478
+0.1%
0.02%
-11.8%
Q4 2022$395
-99.9%
1,476
+0.5%
0.02%0.0%
Q3 2022$375,0000.0%1,4690.0%0.02%
+6.2%
Q2 2022$375,000
-9.6%
1,4690.0%0.02%
+6.7%
Q1 2022$415,000
-2.6%
1,469
+0.1%
0.02%0.0%
Q4 2021$426,000
+13.9%
1,467
+0.3%
0.02%0.0%
Q3 2021$374,000
-4.1%
1,4620.0%0.02%
-6.2%
Q2 2021$390,000
+6.3%
1,462
+0.1%
0.02%0.0%
Q1 2021$367,000
+7.0%
1,4600.0%0.02%
-5.9%
Q4 2020$343,000
+16.7%
1,460
+0.1%
0.02%
+6.2%
Q3 2020$294,000
+4.6%
1,458
+0.2%
0.02%0.0%
Q2 2020$281,000
+16.1%
1,455
+0.2%
0.02%0.0%
Q1 2020$242,000
-28.4%
1,452
-13.7%
0.02%
-11.1%
Q4 2019$338,000
-1.5%
1,682
-20.7%
0.02%
-10.0%
Q3 2019$343,000
-5.8%
2,1210.0%0.02%
-9.1%
Q2 2019$364,000
+2.2%
2,121
+0.0%
0.02%
-4.3%
Q1 2019$356,000
+4.7%
2,120
+2.9%
0.02%
+4.5%
Q4 2018$340,000
-17.5%
2,061
+0.1%
0.02%
-8.3%
Q3 2018$412,000
+13.8%
2,0590.0%0.02%
+9.1%
Q2 2018$362,000
-44.3%
2,059
-50.0%
0.02%
+10.0%
Q1 2018$650,000
+101.2%
4,118
+100.2%
0.02%
+5.3%
Q4 2017$323,000
+6.2%
2,057
+0.0%
0.02%0.0%
Q3 2017$304,000
-0.3%
2,056
+0.0%
0.02%0.0%
Q2 2017$305,000
+10.5%
2,0550.0%0.02%
+5.6%
Q1 2017$276,000
+7.4%
2,055
+0.0%
0.02%
+5.9%
Q4 2016$257,000
+0.8%
2,054
+0.1%
0.02%0.0%
Q3 2016$255,000
-2.3%
2,0520.0%0.02%
-5.6%
Q2 2016$261,000
+4.4%
2,0520.0%0.02%0.0%
Q1 2016$250,000
-2.0%
2,0520.0%0.02%
-10.0%
Q4 2015$255,000
+0.4%
2,0520.0%0.02%
-4.8%
Q3 2015$254,000
-13.3%
2,0520.0%0.02%
-8.7%
Q2 2015$293,000
+7.3%
2,0520.0%0.02%
+4.5%
Q1 2015$273,000
+12.3%
2,0520.0%0.02%
+10.0%
Q4 2014$243,0002,0520.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
XPONANCE, INC. 97,440$12,410,0004.57%
MinichMacGregor Wealth Management, LLC 24,757$3,153,0002.98%
SPC Financial, Inc. 60,819$7,747,0002.80%
Spruce Investment Advisors LLC 22,438$2,858,0001.62%
BerganKDV Wealth Management, LLC 40,389$5,009,0001.25%
HRT FINANCIAL LP 14,878$1,895,0001.15%
VICUS CAPITAL 30,717$3,912,0000.95%
Mirae Asset Global Investments Co., Ltd. 267,764$34,105,0000.88%
Glassman Wealth Services 7,400$943,0000.81%
Wharton Business Group, LLC 49,820$6,346,0000.75%
View complete list of ISHARES TR shareholders