TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$155,749
-1.0%
2,178
-5.5%
0.02%
-9.1%
Q4 2022$157,363
+8.5%
2,304
-0.1%
0.02%
-4.3%
Q3 2022$145,000
-1.4%
2,307
+0.1%
0.02%
+4.5%
Q2 2022$147,000
-17.4%
2,305
+0.0%
0.02%
-18.5%
Q1 2022$178,000
-15.2%
2,304
-6.3%
0.03%
-12.9%
Q4 2021$210,000
+7.7%
2,4600.0%0.03%
+3.3%
Q3 2021$195,000
-2.0%
2,4600.0%0.03%
-11.8%
Q2 2021$199,000
+2.6%
2,460
-0.7%
0.03%
-58.5%
Q1 2021$194,000
+8.4%
2,4780.0%0.08%
+2.5%
Q4 2020$179,000
+118.3%
2,478
+626.7%
0.08%
+150.0%
Q3 2020$82,000
-16.3%
341
-21.8%
0.03%
-23.8%
Q2 2020$98,000
+27.3%
436
+0.7%
0.04%
+10.5%
Q1 2020$77,000
-40.3%
433
-20.1%
0.04%
-24.0%
Q4 2019$129,000
+34.4%
542
+26.3%
0.05%
+16.3%
Q3 2019$96,0000.0%429
+0.7%
0.04%0.0%
Q2 2019$96,000
+3.2%
4260.0%0.04%
+4.9%
Q1 2019$93,000
+14.8%
4260.0%0.04%
+5.1%
Q4 2018$81,000
-18.2%
4260.0%0.04%
-4.9%
Q3 2018$99,000
+3.1%
4260.0%0.04%
-4.7%
Q2 2018$96,000
+3.2%
4260.0%0.04%0.0%
Q1 2018$93,000
+1.1%
4260.0%0.04%
+7.5%
Q4 2017$92,000
+7.0%
4260.0%0.04%
-4.8%
Q3 2017$86,000
+2.4%
4260.0%0.04%
-2.3%
Q2 2017$84,000
-59.2%
426
-76.3%
0.04%
-82.8%
Q4 2012$206,0001,8000.25%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders