Bragg Financial Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bragg Financial Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,398,970
-4.8%
15,680
+1.5%
0.07%
-8.6%
Q2 2023$1,469,141
-0.2%
15,450
-1.8%
0.08%
-6.9%
Q1 2023$1,472,171
+10.3%
15,730
+7.6%
0.09%
+7.4%
Q4 2022$1,335,135
+10.7%
14,6220.0%0.08%
-2.4%
Q3 2022$1,206,000
-7.4%
14,6220.0%0.08%
-4.6%
Q2 2022$1,302,000
+6.4%
14,622
+22.3%
0.09%
+22.5%
Q1 2022$1,224,000
+1.7%
11,9520.0%0.07%
-7.8%
Q4 2021$1,203,0000.0%11,9520.0%0.08%0.0%
Q3 2021$1,203,000
-3.8%
11,952
+0.7%
0.08%
-3.8%
Q2 2021$1,251,000
+4.6%
11,8700.0%0.08%
-1.2%
Q1 2021$1,196,000
+23.9%
11,8700.0%0.08%
-3.6%
Q4 2020$965,000
+26.5%
11,870
+90.4%
0.08%
+7.7%
Q3 2020$763,000
+1.6%
6,2350.0%0.08%
-7.1%
Q2 2020$751,000
+163.5%
6,235
+118.4%
0.08%
+121.1%
Q1 2020$285,0002,8550.04%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders