TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$241,954
+4.5%
8,025
+7.2%
0.03%
+3.3%
Q2 2023$231,635
+2.8%
7,489
+3.8%
0.03%
+3.4%
Q1 2023$225,284
-34.9%
7,216
-36.3%
0.03%
-39.6%
Q4 2022$345,996
-3.6%
11,3330.0%0.05%
-17.2%
Q3 2022$359,000
-4.8%
11,333
-1.1%
0.06%0.0%
Q2 2022$377,000
-70.5%
11,464
-67.3%
0.06%
-69.6%
Q1 2022$1,276,000
-6.8%
35,049
+1.0%
0.19%
-5.4%
Q4 2021$1,369,000
+95.3%
34,719
+92.3%
0.20%
+88.8%
Q3 2021$701,000
+22.8%
18,055
+24.3%
0.11%
+10.3%
Q2 2021$571,000
+37.3%
14,529
+34.1%
0.10%
-44.9%
Q1 2021$416,000
+8.3%
10,835
+8.6%
0.18%
+2.3%
Q4 2020$384,000
+9.4%
9,979
+3.7%
0.17%
+23.7%
Q3 2020$351,000
+9.7%
9,620
+4.2%
0.14%
+1.5%
Q2 2020$320,000
-36.8%
9,230
-42.0%
0.14%
-45.2%
Q1 2020$506,000
-23.9%
15,904
-10.1%
0.25%
-3.1%
Q4 2019$665,000
-10.6%
17,694
-10.7%
0.26%
-21.8%
Q3 2019$744,000
+18.1%
19,814
+16.0%
0.33%
+16.2%
Q2 2019$630,000
-6.0%
17,084
-6.8%
0.28%
-3.7%
Q1 2019$670,000
+46.6%
18,334
+37.5%
0.30%
+33.5%
Q4 2018$457,000
-16.9%
13,338
-9.9%
0.22%
-3.9%
Q3 2018$550,000
-2.1%
14,803
-0.7%
0.23%
-8.0%
Q2 2018$562,000
-10.4%
14,905
-10.8%
0.25%
-13.8%
Q1 2018$627,000
-12.9%
16,701
-11.8%
0.29%
-8.2%
Q4 2017$720,000
+271.1%
18,925
+278.5%
0.32%
+232.6%
Q3 2017$194,000
-1.0%
5,0000.0%0.10%
-5.0%
Q2 2017$196,000
-3.4%
5,000
-4.8%
0.10%
-5.7%
Q1 2017$203,000
-17.8%
5,250
-21.1%
0.11%
-18.5%
Q4 2016$247,000
-55.5%
6,650
-52.7%
0.13%
-57.0%
Q3 2016$555,000
-3.5%
14,050
-2.6%
0.30%
-5.3%
Q2 2016$575,000
+34.3%
14,425
+31.6%
0.32%
+34.6%
Q1 2016$428,000
-26.3%
10,960
-26.7%
0.24%
-26.9%
Q4 2015$581,000
-0.7%
14,960
-1.3%
0.32%
-8.2%
Q3 2015$585,000
-6.5%
15,153
-5.1%
0.35%
-1.4%
Q2 2015$626,000
+15.5%
15,973
+18.1%
0.36%
+5.3%
Q1 2015$542,000
+19.4%
13,523
+17.4%
0.34%
+21.0%
Q4 2014$454,000
-4.4%
11,523
-4.0%
0.28%
-6.0%
Q3 2014$475,000
-1.5%
12,008
-0.6%
0.30%
+3.1%
Q2 2014$482,000
+2.1%
12,0860.0%0.29%
-5.8%
Q1 2014$472,000
+3.1%
12,086
-2.8%
0.31%
+7.3%
Q4 2013$458,000
+17.4%
12,436
+21.3%
0.29%
-3.0%
Q3 2013$390,000
-70.4%
10,256
-69.4%
0.30%
-70.4%
Q2 2013$1,316,000
+24.6%
33,497
+28.5%
1.00%
-13.8%
Q1 2013$1,056,000
-3.3%
26,059
-5.5%
1.16%
-12.4%
Q4 2012$1,092,00027,5641.32%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders