TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 470 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.4%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$73
-99.2%
0
-100.0%
0.00%
-100.0%
Q2 2022$9,0000.0%25
+19.0%
0.00%0.0%
Q3 2021$9,000
-43.8%
21
-44.7%
0.00%
-85.7%
Q1 2021$16,000
-94.9%
38
-97.0%
0.01%
-94.3%
Q4 2019$314,0001,2500.12%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Advisors Preferred, LLC 103,374$11,680,0005.46%
Financial Management Professionals, Inc. 30,637$3,461,0001.80%
TOTH FINANCIAL ADVISORY CORP 29,718$3,358,0000.99%
ASSETMARK, INC 529,244$59,799,0000.91%
DOWLING & YAHNKE LLC 67,931$7,676,0000.90%
Cavalier Investments, LLC 12,243$1,383,0000.84%
JUNCTURE WEALTH STRATEGIES, LLC 6,732$761,0000.51%
BNP PARIBAS FINANCIAL MARKETS 1,104,000$124,740,960,0000.51%
Virtu Financial LLC 20,197$2,282,0000.39%
First Financial Bank - Trust Division 17,688$1,999,0000.37%
View complete list of ISHARES TR shareholders