TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 418 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,000
-88.9%
28
-85.7%
0.00%
-100.0%
Q2 2021$9,000
-75.0%
196
-80.6%
0.00%
-87.5%
Q2 2019$36,0000.0%1,0100.0%0.02%0.0%
Q1 2019$36,000
+5.9%
1,0100.0%0.02%0.0%
Q4 2018$34,000
+3.0%
1,0100.0%0.02%
+14.3%
Q3 2018$33,000
-2.9%
1,0100.0%0.01%
-6.7%
Q2 2018$34,0001,0100.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders