Bragg Financial Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bragg Financial Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,254,739
-3.6%
11,9590.0%0.07%
-7.0%
Q2 2023$1,301,977
+17.3%
11,9590.0%0.07%
+9.2%
Q1 2023$1,109,915
+24.6%
11,9590.0%0.06%
+20.4%
Q4 2022$890,826
+1.6%
11,9590.0%0.05%
-10.0%
Q3 2022$877,000
-8.3%
11,9590.0%0.06%
-6.2%
Q2 2022$956,000
-22.4%
11,9590.0%0.06%
-11.1%
Q1 2022$1,232,000
+0.9%
11,959
-0.8%
0.07%
-7.7%
Q4 2021$1,221,0000.0%12,0590.0%0.08%0.0%
Q3 2021$1,221,000
+1.8%
12,0590.0%0.08%
+1.3%
Q2 2021$1,199,000
+12.5%
12,059
-0.8%
0.08%
+6.9%
Q1 2021$1,066,000
+4.0%
12,159
+0.9%
0.07%
-20.0%
Q4 2020$1,025,000
+13.0%
12,048
+300.0%
0.09%
-3.2%
Q3 2020$907,000
+11.6%
3,0120.0%0.09%
+2.2%
Q2 2020$813,000
+32.0%
3,0120.0%0.09%
+9.6%
Q1 2020$616,000
-12.1%
3,0120.0%0.08%
+6.4%
Q4 2019$701,000
+6.7%
3,012
-6.3%
0.08%
-2.5%
Q3 2019$657,000
+0.8%
3,215
-2.4%
0.08%0.0%
Q2 2019$652,000
+3.8%
3,2950.0%0.08%
-2.4%
Q1 2019$628,000
+19.2%
3,2950.0%0.08%
+3.8%
Q4 2018$527,000
-22.4%
3,295
-5.9%
0.08%
-13.2%
Q3 2018$679,000
+8.8%
3,5000.0%0.09%
+2.2%
Q2 2018$624,000
+5.9%
3,5000.0%0.09%
+3.5%
Q1 2018$589,000
+3.3%
3,5000.0%0.09%
+4.9%
Q4 2017$570,000
+8.6%
3,5000.0%0.08%
+2.5%
Q3 2017$525,000
+7.4%
3,5000.0%0.08%
+3.9%
Q2 2017$489,000
+20.4%
3,500
+16.7%
0.08%
+18.5%
Q1 2017$406,000
+1.5%
3,000
-9.8%
0.06%
-1.5%
Q4 2016$400,000
-1.2%
3,325
-2.3%
0.07%
-8.3%
Q3 2016$405,000
+11.3%
3,405
-1.6%
0.07%
+9.1%
Q2 2016$364,000
-2.9%
3,4600.0%0.07%
-8.3%
Q1 2016$375,000
+1.4%
3,4600.0%0.07%
-8.9%
Q4 2015$370,000
+24.6%
3,460
+15.3%
0.08%
+11.3%
Q3 2015$297,000
-7.5%
3,000
-2.1%
0.07%
-2.7%
Q2 2015$321,000
-13.2%
3,065
-15.0%
0.07%
-14.1%
Q1 2015$370,000
-1.3%
3,604
+0.4%
0.08%
-6.6%
Q4 2014$375,000
+3.6%
3,5900.0%0.09%0.0%
Q3 2014$362,000
+4.0%
3,5900.0%0.09%
+9.6%
Q2 2014$348,000
+6.4%
3,5900.0%0.08%
+3.8%
Q1 2014$327,000
+3.2%
3,5900.0%0.08%
+3.9%
Q4 2013$317,000
+12.0%
3,5900.0%0.08%
+4.1%
Q3 2013$283,000
+7.2%
3,5900.0%0.07%
+2.8%
Q2 2013$264,0003,5900.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders