BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$214,071
+4.9%
5,3710.0%0.02%0.0%
Q4 2022$204,137
+1.1%
5,371
-3.0%
0.02%
-7.4%
Q3 2022$202,000
-12.2%
5,538
-6.5%
0.03%
-6.9%
Q2 2022$230,000
-7.3%
5,922
+2.4%
0.03%
+3.6%
Q1 2022$248,000
-1.2%
5,786
+4.5%
0.03%
+3.7%
Q4 2021$251,000
+16.2%
5,539
+14.7%
0.03%
+8.0%
Q3 2021$216,000
+1863.6%
4,828
+1385.5%
0.02%
+1150.0%
Q4 2018$11,0003250.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders