BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

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 Q3 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders