TCI Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 283 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$384,781
-26.6%
10,516
-21.6%
0.05%
-26.9%
Q2 2023$524,298
-25.5%
13,416
-28.8%
0.07%
-26.4%
Q1 2023$703,557
-10.4%
18,852
-12.9%
0.09%
-16.5%
Q4 2022$785,102
+8.7%
21,652
-3.4%
0.11%
-6.8%
Q3 2022$722,000
-9.4%
22,407
-4.3%
0.12%
-4.1%
Q2 2022$797,000
-12.6%
23,4070.0%0.12%
-10.9%
Q1 2022$912,000
+2.4%
23,407
+0.4%
0.14%
+3.8%
Q4 2021$891,000
+12.2%
23,3050.0%0.13%
+9.1%
Q3 2021$794,000
+11.7%
23,305
+15.6%
0.12%
+0.8%
Q2 2021$711,000
+1480.0%
20,155
+1450.4%
0.12%
+531.6%
Q1 2021$45,0001,3000.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders