BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 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 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 Q1 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders