BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,601,936
-4.5%
453,564
+3.6%
1.13%
+0.2%
Q2 2023$10,056,058
+4.3%
437,791
+4.1%
1.12%
-0.1%
Q1 2023$9,646,051
+9.7%
420,673
+8.7%
1.13%
+3.0%
Q4 2022$8,792,097
+13.0%
387,147
+5.8%
1.09%
+3.5%
Q3 2022$7,782,000
-1.0%
365,883
+12.6%
1.06%
+5.0%
Q2 2022$7,859,000
-10.9%
325,038
+7.6%
1.01%
-0.3%
Q1 2022$8,822,000
+15.9%
301,948
+21.1%
1.01%
+21.3%
Q4 2021$7,615,000
+9.0%
249,254
-2.5%
0.83%
+2.6%
Q3 2021$6,985,000
+0.9%
255,544
+2.3%
0.81%
+0.4%
Q2 2021$6,926,000
+65.2%
249,888
+51.9%
0.81%
+30.7%
Q1 2021$4,192,000
-46.1%
164,528
-49.4%
0.62%
-47.8%
Q4 2020$7,776,000
+5.8%
324,965
-7.0%
1.18%
-3.5%
Q3 2020$7,349,000
+2.4%
349,497
+1.7%
1.23%
-3.8%
Q2 2020$7,180,000
-31.1%
343,730
-36.8%
1.28%
-40.7%
Q1 2020$10,422,000
-0.1%
544,194
+44.1%
2.15%
+13.4%
Q4 2019$10,431,000
+15.5%
377,696
+17.4%
1.90%
+10.9%
Q3 2019$9,034,000321,7341.71%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders