BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 547 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$693,287
-15.8%
9,597
-12.6%
0.08%
-12.0%
Q2 2023$823,125
+4.9%
10,9750.0%0.09%0.0%
Q1 2023$784,822
+3.7%
10,975
-1.0%
0.09%
-2.1%
Q4 2022$756,969
+8.4%
11,0830.0%0.09%
-1.1%
Q3 2022$698,000
-1.1%
11,0830.0%0.10%
+5.6%
Q2 2022$706,000
-17.5%
11,0830.0%0.09%
-8.2%
Q1 2022$856,000
-9.3%
11,0830.0%0.10%
-4.9%
Q4 2021$944,000
-8.3%
11,083
-14.7%
0.10%
-14.2%
Q3 2021$1,029,000
-2.2%
13,0000.0%0.12%
-2.4%
Q2 2021$1,052,000
+3.3%
13,0000.0%0.12%
-18.0%
Q1 2021$1,018,000
+8.5%
13,0000.0%0.15%
+4.9%
Q4 2020$938,000
+20.7%
13,000
+300.0%
0.14%
+10.0%
Q3 2020$777,000
+6.7%
3,2500.0%0.13%
+0.8%
Q2 2020$728,000
+25.7%
3,2500.0%0.13%
+7.5%
Q1 2020$579,000
-25.1%
3,2500.0%0.12%
-14.9%
Q4 2019$773,000
-11.0%
3,250
-16.3%
0.14%
-14.5%
Q3 2019$869,000
-1.1%
3,8850.0%0.16%
-6.2%
Q2 2019$879,000
+3.3%
3,8850.0%0.18%
-0.6%
Q1 2019$851,000
+14.7%
3,8850.0%0.18%
+6.0%
Q4 2018$742,0003,8850.17%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders