Bray Capital Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Bray Capital Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,743
+10.7%
1000.0%0.00%0.0%
Q2 2023$4,284
-2.1%
1000.0%0.00%0.0%
Q1 2023$4,375
-5.9%
1000.0%0.00%0.0%
Q4 2022$4,649
+16.2%
1000.0%0.00%0.0%
Q3 2022$4,0000.0%1000.0%0.00%0.0%
Q2 2022$4,0000.0%1000.0%0.00%0.0%
Q1 2022$4,000
+33.3%
1000.0%0.00%0.0%
Q4 2021$3,0000.0%1000.0%0.00%0.0%
Q3 2021$3,0000.0%1000.0%0.00%0.0%
Q2 2021$3,0000.0%1000.0%0.00%0.0%
Q1 2021$3,000
+50.0%
1000.0%0.00%0.0%
Q4 2020$2,0000.0%1000.0%0.00%0.0%
Q3 2020$2,000
-99.6%
100
-99.6%
0.00%
-99.5%
Q2 2020$532,000
+26500.0%
26,600
+26500.0%
0.20%
+20400.0%
Q1 2020$2,000
-98.4%
100
-97.4%
0.00%
-97.8%
Q4 2019$125,0003,9000.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders