BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is CNYA and the CUSIP is 46434V514. A total of 53 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 3.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$4,952,000
-16.2%
134,184
-0.8%
0.57%
-12.2%
Q4 2021$5,906,000
+5.4%
135,318
+2.7%
0.64%
-0.9%
Q3 2021$5,602,000131,7600.65%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Prism Advisors, Inc. 266,733$7,531,2072.64%
Evolution Wealth Advisors, LLC 231,236$6,528,9581.46%
Wharton Business Group, LLC 482,010$13,6100.76%
TBH Global Asset Management, LLC 117,346$3,313,2740.64%
Pictet North America Advisors SA 146,302$4,130,8370.59%
F&V Capital Management, LLC 16,185$4570.16%
OLD MISSION CAPITAL LLC 223,581$6,312,8100.14%
BBR PARTNERS, LLC 33,444$944,2910.11%
State of New Jersey Common Pension Fund D 896,139$25,302,4850.09%
WESCAP Management Group, Inc. 7,726$218,1440.08%
View complete list of ISHARES TR shareholders