TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 182 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 ↓
Pinnacle Family Advisors, LLC 29,540$2,917,0001.97%
First Citizens Financial Corp 10,704$1,057,0001.05%
Kalos Management, Inc. 11,439$1,234,0000.55%
Fulcrum Equity Management 11,609$1,146,0000.53%
Pathway Financial Advisors LLC 12,870$1,253,0000.48%
Harvest Investment Services, LLC 6,180$610,0000.35%
BARINGS LLC 118,304$11,683,0000.27%
ROBERTS GLORE & CO INC /IL/ 6,744$665,0000.24%
CEDAR CAPITAL, LLC 6,352$627,0000.21%
Bray Capital Advisors 5,650$558,0000.20%
View complete list of ISHARES TR shareholders