TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$34,000
+13.3%
2420.0%0.01%0.0%
Q3 2021$30,000
+66.7%
242
+11.0%
0.01%
-54.5%
Q4 2014$18,000
-5.3%
2180.0%0.01%
-8.3%
Q3 2014$19,0000.0%2180.0%0.01%
+9.1%
Q2 2014$19,0002180.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Lionsbridge Wealth Management LLC 11,202$1,570,0001.69%
MinichMacGregor Wealth Management, LLC 31,872$4,468,0001.36%
First Citizens Financial Corp 12,280$1,722,0001.26%
EWG Elevate Inc. 13,359$1,873,0000.92%
Navis Wealth Advisors, LLC 7,538$1,057,0000.89%
Consilium Wealth Advisory, LLC 7,743$1,086,0000.70%
Pathway Financial Advisors LLC 12,560$1,646,0000.59%
UNIONVIEW, LLC 4,036$566,0000.53%
Vahanian & Associates Financial Planning Inc. 4,656$653,0000.53%
SOUTHERN CAPITAL ADVISORS, LLC 5,164$724,0000.45%
View complete list of ISHARES TR shareholders