BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 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 Q4 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders