TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 563 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$58,114
-0.4%
2,9380.0%0.01%0.0%
Q4 2022$58,319
+4.1%
2,9380.0%0.01%
-11.1%
Q3 2022$56,000
-48.1%
2,938
-48.0%
0.01%
-47.1%
Q2 2022$108,000
-3.6%
5,655
+8.6%
0.02%0.0%
Q1 2022$112,000
+1144.4%
5,205
+1077.6%
0.02%
+1600.0%
Q4 2021$9,000
-10.0%
4420.0%0.00%
-50.0%
Q3 2021$10,0000.0%4420.0%0.00%0.0%
Q2 2021$10,000
-52.4%
442
-48.2%
0.00%
-77.8%
Q1 2021$21,000
-34.4%
854
-25.7%
0.01%
-35.7%
Q4 2020$32,000
+1500.0%
1,150
+418.0%
0.01%
+1300.0%
Q1 2019$2,000
+100.0%
222
+124.2%
0.00%
Q1 2018$1,0000.0%990.0%0.00%
Q4 2017$1,0000.0%990.0%0.00%
Q3 2017$1,0000.0%990.0%0.00%
-100.0%
Q2 2017$1,0000.0%990.0%0.00%0.0%
Q1 2017$1,0000.0%990.0%0.00%0.0%
Q4 2016$1,0000.0%990.0%0.00%0.0%
Q3 2016$1,000
-66.7%
99
-73.2%
0.00%
-50.0%
Q2 2016$3,0000.0%3700.0%0.00%0.0%
Q1 2016$3,000
-25.0%
3700.0%0.00%0.0%
Q4 2015$4,000
+33.3%
3700.0%0.00%0.0%
Q3 2015$3,000
-25.0%
3700.0%0.00%0.0%
Q2 2015$4,0000.0%3700.0%0.00%
-33.3%
Q1 2015$4,0000.0%3700.0%0.00%
+50.0%
Q4 2014$4,000
-20.0%
370
-22.1%
0.00%
-33.3%
Q3 2014$5,000
-16.7%
4750.0%0.00%
-25.0%
Q2 2014$6,000
+20.0%
4750.0%0.00%
+33.3%
Q1 2014$5,0000.0%4750.0%0.00%0.0%
Q4 2013$5,0000.0%4750.0%0.00%
-25.0%
Q3 2013$5,000
+25.0%
4750.0%0.00%
+33.3%
Q2 2013$4,000
+33.3%
4750.0%0.00%0.0%
Q1 2013$3,0000.0%4750.0%0.00%
-25.0%
Q4 2012$3,0004750.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,325,279$24,385,1418.90%
Total Wealth Planning, LLC 1,052,301$19,362,3374.03%
ELEMENT POINTE ADVISORS, LLC 797,982$14,682,8653.78%
TOBIAS FINANCIAL ADVISORS, INC. 638,501$11,748,4223.17%
Stelac Advisory Services LLC 284,769$5,246,8242.34%
BBJS FINANCIAL ADVISORS, LLC 304,522$5,603,2042.24%
BOURGEON CAPITAL MANAGEMENT LLC 488,311$8,984,9232.10%
PENOBSCOT WEALTH MANAGEMENT 149,873$2,7592.02%
First Affirmative Financial Network 100,097$1,841,7791.84%
LFA - Lugano Financial Advisors SA 146,810$2,701,3041.80%
View complete list of ISHARES TR shareholders