Bray Capital Advisors - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bray Capital Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$21,000
+10.5%
950.0%0.01%0.0%
Q3 2021$19,0000.0%950.0%0.01%0.0%
Q2 2021$19,000
+11.8%
950.0%0.01%0.0%
Q1 2021$17,000
+6.2%
950.0%0.01%0.0%
Q4 2020$16,000
+6.7%
950.0%0.01%0.0%
Q3 2020$15,000
+7.1%
950.0%0.01%0.0%
Q2 2020$14,000
+27.3%
950.0%0.01%0.0%
Q1 2020$11,000
-21.4%
950.0%0.01%0.0%
Q4 2019$14,000
+16.7%
950.0%0.01%0.0%
Q3 2019$12,0000.0%950.0%0.01%0.0%
Q2 2019$12,000
-14.3%
95
-13.6%
0.01%
-16.7%
Q1 2019$14,000
+16.7%
1100.0%0.01%0.0%
Q4 2018$12,000
-14.3%
1100.0%0.01%0.0%
Q3 2018$14,000
-17.6%
110
-21.4%
0.01%
-25.0%
Q2 2018$17,000
-5.6%
140
-9.7%
0.01%0.0%
Q1 2018$18,000
+20.0%
155
-11.4%
0.01%
-20.0%
Q3 2015$15,000
-16.7%
175
-10.3%
0.01%0.0%
Q2 2015$18,0001950.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 100,376$18,774,25015.53%
First Pacific Financial 128,347$24,006,04411.11%
Financial Services Advisory Inc 53,026$9,917,9836.50%
VitalStone Financial, LLC 33,121$7,2625.98%
Conversant Capital LLC 275,000$23,347,5005.96%
Relative Value Partners Group, LLC 834,924$156,164,1585.33%
Oakworth Capital, Inc. 291,616$54,543,8504.88%
Polianta Ltd 48,600$9,0904.16%
Objective Capital Management, LLC 24,146$4,516,2884.12%
IEQ CAPITAL, LLC 941,746$176,144,2304.08%
View complete list of ISHARES TR shareholders