BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 98 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$679,000
-10.2%
25,2890.0%0.09%
-5.2%
Q2 2022$756,000
-15.6%
25,2890.0%0.10%
-4.9%
Q1 2022$896,000
-17.9%
25,289
-11.9%
0.10%
-14.3%
Q4 2021$1,091,000
-0.2%
28,7070.0%0.12%
-6.3%
Q3 2021$1,093,000
+4.4%
28,707
+6.0%
0.13%
+4.1%
Q2 2021$1,047,000
+2.9%
27,0740.0%0.12%
-18.7%
Q1 2021$1,017,000
-0.2%
27,0740.0%0.15%
-3.2%
Q4 2020$1,019,000
+10.9%
27,0740.0%0.16%
+0.6%
Q3 2020$919,000
+8.2%
27,0740.0%0.15%
+2.0%
Q2 2020$849,00027,0740.15%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 78,392$2,074,0003.46%
Ackerman Capital Advisors, LLC 286,220$7,573,0002.95%
Armbruster Capital Management, Inc. 230,525$6,100,0002.87%
Kathmere Capital Management, LLC 286,240$7,574,0002.75%
Beacon Harbor Wealth Advisors, Inc. 110,945$2,936,0002.22%
MERCER GLOBAL ADVISORS INC /ADV 2,683,651$71,009,0001.56%
ATLAS CAPITAL ADVISORS LLC 186,952$4,946,750,0001.47%
OmniStar Financial Group, Inc. 44,310$1,172,0001.15%
FAS Wealth Partners, Inc. 128,678$3,405,0000.60%
MANAGED ACCOUNT SERVICES INC 33,535$842,0000.41%
View complete list of ISHARES TR shareholders