BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 343 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,771,310
-14.4%
29,527
-10.6%
0.21%
-10.3%
Q2 2023$2,069,323
+3.4%
33,046
+2.3%
0.23%
-0.9%
Q1 2023$2,000,641
-0.8%
32,294
-7.3%
0.23%
-6.8%
Q4 2022$2,017,204
+8.3%
34,851
-4.7%
0.25%
-0.8%
Q3 2022$1,862,000
-23.9%
36,576
-14.8%
0.25%
-19.2%
Q2 2022$2,448,000
-13.4%
42,927
+1.1%
0.31%
-3.1%
Q1 2022$2,828,000
+3.1%
42,465
+9.5%
0.32%
+7.7%
Q4 2021$2,743,000
+22.7%
38,786
+24.0%
0.30%
+15.4%
Q3 2021$2,236,000
-1.4%
31,270
+1.1%
0.26%
-1.9%
Q2 2021$2,267,000
+7.0%
30,932
+2.6%
0.26%
-15.1%
Q1 2021$2,119,000
-3.2%
30,154
-7.4%
0.31%
-6.6%
Q4 2020$2,188,000
-1.0%
32,571
-14.1%
0.33%
-9.5%
Q3 2020$2,210,000
+1.8%
37,896
-4.9%
0.37%
-4.4%
Q2 2020$2,171,000
+63.4%
39,837
+40.4%
0.39%
+40.9%
Q1 2020$1,329,000
+1.5%
28,368
+34.1%
0.27%
+15.1%
Q4 2019$1,309,000
+10.8%
21,151
+3.4%
0.24%
+6.2%
Q3 2019$1,181,000
-22.4%
20,461
-21.2%
0.22%
-26.3%
Q2 2019$1,522,000
+3.1%
25,969
+2.1%
0.30%
-1.3%
Q1 2019$1,476,000
+14.2%
25,427
+2.9%
0.31%
+6.2%
Q4 2018$1,292,00024,6990.29%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders