TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$51,336
-3.8%
1880.0%0.01%0.0%
Q4 2022$53,337
+11.1%
1880.0%0.01%
-12.5%
Q3 2022$48,000
-15.8%
188
-11.7%
0.01%
-11.1%
Q2 2022$57,000
+5.6%
213
+13.3%
0.01%
+12.5%
Q1 2022$54,000
-3.6%
1880.0%0.01%0.0%
Q4 2021$56,000
+7.7%
1880.0%0.01%0.0%
Q3 2021$52,000
+2.0%
1880.0%0.01%
-11.1%
Q2 2021$51,000
+8.5%
1880.0%0.01%
-55.0%
Q1 2021$47,000
-7.8%
188
-9.6%
0.02%
-13.0%
Q4 2020$51,000
+18.6%
208
+10.6%
0.02%
+35.3%
Q3 2020$43,000
+4.9%
1880.0%0.02%
-5.6%
Q2 2020$41,000
+17.1%
1880.0%0.02%
+5.9%
Q1 2020$35,000
-14.6%
1880.0%0.02%
+6.2%
Q4 2019$41,000
+13.9%
1880.0%0.02%0.0%
Q3 2019$36,000
-2.7%
1880.0%0.02%
-5.9%
Q2 2019$37,000
+2.8%
1880.0%0.02%
+6.2%
Q1 2019$36,000
+5.9%
1880.0%0.02%0.0%
Q4 2018$34,000
-10.5%
1880.0%0.02%0.0%
Q3 2018$38,000
+15.2%
1880.0%0.02%
+6.7%
Q2 2018$33,000
+3.1%
1880.0%0.02%0.0%
Q1 2018$32,000
-3.0%
1880.0%0.02%
+7.1%
Q4 2017$33,000
+3.1%
1880.0%0.01%
-12.5%
Q3 2017$32,000
+3.2%
1880.0%0.02%0.0%
Q2 2017$31,000
+6.9%
1880.0%0.02%
+6.7%
Q1 2017$29,000
+7.4%
1880.0%0.02%
+7.1%
Q4 2016$27,000
-3.6%
1880.0%0.01%
-6.7%
Q3 2016$28,0000.0%1880.0%0.02%
-6.2%
Q2 2016$28,000
+7.7%
1880.0%0.02%
+14.3%
Q1 2016$26,000
-7.1%
1880.0%0.01%
-12.5%
Q4 2015$28,000
+7.7%
1880.0%0.02%0.0%
Q3 2015$26,0001880.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders