TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 587 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$32,362
+7.7%
355
+0.3%
0.00%0.0%
Q4 2022$30,048
+11.3%
354
+1.4%
0.00%0.0%
Q3 2022$27,000
-6.9%
349
+1.2%
0.00%0.0%
Q2 2022$29,000
-14.7%
345
+1.2%
0.00%
-20.0%
Q1 2022$34,000
-5.6%
341
+0.6%
0.01%0.0%
Q4 2021$36,000
+9.1%
339
+1.2%
0.01%0.0%
Q3 2021$33,000
-17.5%
335
-14.3%
0.01%
-28.6%
Q2 2021$40,000
+17.6%
391
+10.1%
0.01%
-50.0%
Q1 2021$34,000
+13.3%
355
+8.9%
0.01%
+7.7%
Q4 2020$30,000
+15.4%
326
+1.6%
0.01%
+30.0%
Q3 2020$26,000
+8.3%
321
+0.3%
0.01%0.0%
Q2 2020$24,000
-29.4%
320
-41.6%
0.01%
-41.2%
Q1 2020$34,000
-20.9%
548
+0.9%
0.02%0.0%
Q4 2019$43,000
+7.5%
543
+0.7%
0.02%
-5.6%
Q3 2019$40,000
+2.6%
539
+0.9%
0.02%0.0%
Q2 2019$39,000
-2.5%
534
-4.0%
0.02%0.0%
Q1 2019$40,000
+8.1%
556
-4.3%
0.02%0.0%
Q4 2018$37,000
+2.8%
581
+19.5%
0.02%
+20.0%
Q3 2018$36,000
+44.0%
486
+35.8%
0.02%
+36.4%
Q2 2018$25,000
+733.3%
358
+867.6%
0.01%
+1000.0%
Q1 2018$3,000370.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders