TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.

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 Q3 2022
NameSharesValueWeighting ↓
Scion Asset Management 100,000$47,365,00047.86%
Turim 21 Investimentos Ltda. 39,227$18,578,5348.18%
Legend Financial Advisors, Inc. 18,504$8,764,4987.48%
360 Financial, Inc. 17,703$8,427,4295.24%
Sterling Manor Financial, LLC 11,552$5,471,6054.95%
AFFINITY WEALTH MANAGEMENT LLC 40,073$18,980,5154.37%
Paragon Wealth Strategies, LLC 26,456$12,530,7753.74%
David J Yvars Group 8,711$4,125,9653.44%
COTTONWOOD CAPITAL ADVISORS, LLC 7,547$3,574,8413.34%
Cresta Advisors, Ltd. 7,738$3,665,1042.84%
View complete list of ISHARES TR shareholders