BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$856,656
-96.6%
8,841
-96.6%
0.10%
-96.5%
Q2 2023$25,486,989
+2.1%
261,137
+3.8%
2.85%
-2.1%
Q1 2023$24,966,069
+2.0%
251,600
-0.3%
2.91%
-4.3%
Q4 2022$24,474,701
-38.1%
252,423
-38.7%
3.04%
-43.3%
Q3 2022$39,558,000
-6.1%
411,598
-1.0%
5.37%
-0.4%
Q2 2022$42,149,000
-9.6%
415,552
-6.3%
5.39%
+1.2%
Q1 2022$46,614,000
-5.7%
443,471
-5.2%
5.33%
-1.2%
Q4 2021$49,422,000
+2.9%
467,850
+2.9%
5.40%
-3.3%
Q3 2021$48,033,000
+1.3%
454,620
+1.9%
5.58%
+0.8%
Q2 2021$47,409,000
+118.6%
445,953
+105.4%
5.53%
+23.6%
Q1 2020$21,684,000
-12.8%
217,093
-12.1%
4.48%
-1.0%
Q4 2019$24,860,000246,8554.52%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders