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iShares Dow Jones US Financial shares owned by KCM Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by KCM Investment Advisors from 13F filings

Historical chart of KCM Investment Advisors investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by KCM Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by KCM Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 12k 103.90
2024-06-30 $1.1M 12k 94.57
2024-03-31 $1.2M 12k 95.65
2023-09-30 $896k 12k 74.76
2023-06-30 $895k 12k 74.61
2023-03-31 $851k 12k 71.14
2022-12-31 $947k 13k 75.51
2022-09-30 $843k 13k 67.53
2022-06-30 $1.1M 16k 69.97
2022-03-31 $1.4M 16k 84.55
2021-12-31 $1.4M 16k 86.69
2021-09-30 $1.3M 16k 82.53
2021-06-30 $1.3M 16k 81.04
2021-03-31 $1.2M 16k 74.88
2020-12-31 $1.1M 16k 66.77
2020-09-30 $917k 8.1k 113.53
2020-06-30 $887k 8.0k 110.20
2020-03-31 $777k 8.0k 97.26
2019-12-31 $1.6M 12k 137.81
2019-09-30 $1.5M 12k 128.71
2019-06-30 $1.5M 12k 125.59
2019-03-31 $1.4M 12k 118.14
2018-12-31 $1.3M 12k 106.38
2018-09-30 $1.4M 12k 121.47
2018-06-30 $1.4M 12k 117.19
2018-03-31 $1.4M 12k 117.79
2017-12-31 $1.4M 12k 119.43
2017-09-30 $1.3M 12k 112.15
2017-06-30 $1.3M 12k 107.54
2017-03-31 $1.2M 12k 104.02
2016-12-31 $1.2M 12k 101.50
2016-09-30 $1.1M 12k 90.01
2016-06-30 $1.0M 12k 85.93
2016-03-31 $1.0M 12k 84.64
2015-12-31 $1.0M 12k 88.35
2015-09-30 $1.1M 13k 84.11
2015-06-30 $1.2M 13k 89.72
2015-03-31 $1.2M 14k 89.03
2014-12-31 $1.3M 14k 90.17
2014-09-30 $1.0M 13k 83.74
2014-06-30 $1.0M 13k 83.16
2014-03-31 $1.0M 12k 81.80
2013-12-31 $997k 12k 80.19
2013-09-30 $911k 12k 73.27
2013-06-30 $889k 12k 71.50
2013-03-31 $839k 12k 67.86
2012-12-31 $768k 13k 60.72
2012-06-30 $709k 13k 55.30
2012-03-31 $750k 13k 58.54
2011-12-31 $640k 13k 49.08

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View all positions for KCM Investment Advisors

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Manufacturers Life Insurance Company
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
Advisor Group Holdings
Scotia Capital

View all funds holding iShares Dow Jones US Financial