TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 186 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$41,012
+6.7%
1800.0%0.01%0.0%
Q4 2022$38,439
+9.8%
1800.0%0.01%
-16.7%
Q3 2022$35,000
-7.9%
1800.0%0.01%0.0%
Q2 2022$38,000
-22.4%
1800.0%0.01%
-14.3%
Q1 2022$49,000
+188.2%
180
+195.1%
0.01%
+133.3%
Q4 2021$17,000
+6.2%
61
-7.6%
0.00%
+50.0%
Q3 2021$16,000
-59.0%
66
-56.0%
0.00%
-88.2%
Q1 2021$39,000
+18.2%
1500.0%0.02%
+13.3%
Q4 2020$33,000
+10.0%
1500.0%0.02%
+25.0%
Q3 2020$30,000
+25.0%
1500.0%0.01%
+20.0%
Q2 2020$24,000
+50.0%
150
+54.6%
0.01%0.0%
Q4 2014$16,000
+6.7%
970.0%0.01%
+11.1%
Q3 2014$15,000
+7.1%
970.0%0.01%
+12.5%
Q2 2014$14,000970.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 77,367$12,694,00010.74%
AFFINITY WEALTH MANAGEMENT LLC 76,548$12,559,00010.05%
Winch Advisory Services, LLC 63,299$10,385,0005.66%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 346,000$56,768,0005.16%
PACIFIC FINANCIAL GROUP INC 86,737$14,231,0004.21%
TOEWS CORP /ADV 1,771$291,0004.01%
Karp Capital Management Corp 30,008$4,940,0003.60%
CHARTIST INC /CA/ 45,550$7,447,0003.48%
Clal Insurance Enterprises Holdings Ltd 866,280$142,257,0003.40%
FundX Investment Group, LLC 62,884$10,317,0003.10%
View complete list of ISHARES TR shareholders