TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 102 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.94 and the average weighting 0.1%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$15,000
+200.0%
180
+157.1%
0.00%0.0%
Q4 2020$5,000
+25.0%
70
+100.0%
0.00%
-33.3%
Q1 2014$4,000
+33.3%
350.0%0.00%
+50.0%
Q4 2013$3,000350.00%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 136,609$16,744,0003.21%
MinichMacGregor Wealth Management, LLC 24,995$3,063,0002.87%
Destination Wealth Management 246,806$30,251,0002.34%
GRIMES & COMPANY, INC. 62,624$7,676,0001.03%
Fernwood Investment Management, LLC 7,797$956,0000.88%
SPC Financial, Inc. 16,597$2,034,0000.65%
Family Firm, Inc. 9,408$1,153,0000.55%
Evanson Asset Management, LLC 14,399$1,765,0000.50%
Virtu Financial LLC 23,128$2,835,0000.49%
Winch Advisory Services, LLC 4,857$595,0000.48%
View complete list of ISHARES TR shareholders