Bray Capital Advisors - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bray Capital Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$32,432
-8.4%
3240.0%0.01%
-9.1%
Q2 2023$35,413
+4.6%
3240.0%0.01%
+10.0%
Q1 2023$33,861
-3.1%
3240.0%0.01%
-9.1%
Q4 2022$34,937
+5.9%
3240.0%0.01%
+10.0%
Q3 2022$33,000
-2.9%
3240.0%0.01%0.0%
Q2 2022$34,000
-19.0%
3240.0%0.01%
-9.1%
Q1 2022$42,000
-6.7%
3240.0%0.01%0.0%
Q4 2021$45,000
-10.0%
324
-6.4%
0.01%
-15.4%
Q3 2021$50,000
-5.7%
3460.0%0.01%
-7.1%
Q2 2021$53,000
+3.9%
3460.0%0.01%0.0%
Q1 2021$51,000
+24.4%
3460.0%0.01%
+16.7%
Q4 2020$41,000
+32.3%
3460.0%0.01%
+9.1%
Q3 2020$31,000
+3.3%
3460.0%0.01%
-8.3%
Q2 2020$30,000
+30.4%
3460.0%0.01%
+9.1%
Q1 2020$23,000
-32.4%
3460.0%0.01%
-8.3%
Q4 2019$34,000
+13.3%
3460.0%0.01%0.0%
Q3 2019$30,000
-6.2%
3460.0%0.01%0.0%
Q2 2019$32,000
-46.7%
346
-46.4%
0.01%
-52.0%
Q1 2019$60,000
+9.1%
646
-3.7%
0.02%
-10.7%
Q4 2018$55,000
-22.5%
6710.0%0.03%
-9.7%
Q3 2018$71,0000.0%6710.0%0.03%
-6.1%
Q2 2018$71,000
-23.7%
671
-30.9%
0.03%
-23.3%
Q1 2018$93,000
-75.7%
971
-78.3%
0.04%
-80.2%
Q1 2017$383,000
-58.8%
4,473
-58.7%
0.22%
-61.0%
Q4 2016$930,000
+10.3%
10,837
+0.3%
0.56%
+9.4%
Q3 2016$843,000
+10.3%
10,8020.0%0.51%
+7.2%
Q2 2016$764,000
+4.5%
10,802
+0.3%
0.48%
-25.1%
Q1 2016$731,000
-7.9%
10,767
-2.2%
0.63%
+26.0%
Q4 2015$794,000
+2.3%
11,009
-1.1%
0.50%
+2.0%
Q3 2015$776,000
-12.5%
11,129
+2.3%
0.49%
-3.1%
Q2 2015$887,000
+0.7%
10,884
-2.4%
0.51%
-2.7%
Q1 2015$881,000
-12.9%
11,146
-15.2%
0.52%
-20.3%
Q4 2014$1,011,00013,1380.66%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Efficient Advisors, LLC 241,817$18,692,0004.51%
Connective Capital Management, LLC 30,839$2,384,0003.82%
One Capital Management, LLC 109,765$8,485,0003.22%
HBK Sorce Advisory LLC 100,078$7,736,0002.82%
Parkside Advisors LLC 44,470$3,438,0002.64%
MONROE BANK & TRUST/MI 89,372$6,909,0002.31%
TELEMUS CAPITAL, LLC 92,471$7,148,0001.96%
RiverFront Investment Group, LLC 918,548$71,003,0001.89%
BOK Financial Private Wealth, Inc. 134,513$10,398,0001.81%
SMITH, MOORE & CO. 35,025$2,707,0001.62%
View complete list of ISHARES TR shareholders