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 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders