BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 90 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$541,322
-3.2%
9,7360.0%0.06%
+1.6%
Q2 2023$559,138
+1.5%
9,7360.0%0.06%
-1.6%
Q1 2023$550,766
+5.4%
9,7360.0%0.06%
-1.5%
Q4 2022$522,530
-6.4%
9,736
-16.5%
0.06%
-14.5%
Q3 2022$558,000
-22.2%
11,653
-15.5%
0.08%
-17.4%
Q2 2022$717,000
-19.1%
13,798
-5.2%
0.09%
-8.9%
Q1 2022$886,000
+2.1%
14,555
+8.8%
0.10%
+6.3%
Q4 2021$868,000
-4.1%
13,376
-1.0%
0.10%
-9.5%
Q3 2021$905,000
+7.7%
13,516
+6.7%
0.10%
+7.1%
Q2 2021$840,000
+0.6%
12,664
+0.9%
0.10%
-20.3%
Q1 2021$835,000
+1.6%
12,545
-1.7%
0.12%
-1.6%
Q4 2020$822,000
+14.3%
12,7660.0%0.12%
+4.2%
Q3 2020$719,000
-4.4%
12,766
-10.6%
0.12%
-10.4%
Q2 2020$752,000
-94.6%
14,277
-95.3%
0.13%
-95.4%
Q1 2020$14,008,000
-29.4%
302,248
-11.1%
2.89%
-19.9%
Q4 2019$19,851,000
-6.1%
339,864
-9.6%
3.61%
-9.8%
Q3 2019$21,134,000
+3.4%
376,066
+2.5%
4.00%
-2.0%
Q2 2019$20,436,000
-10.7%
367,044
-10.7%
4.09%
-14.3%
Q1 2019$22,873,000
+36.5%
411,165
+27.8%
4.77%
+26.6%
Q4 2018$16,757,000321,8373.77%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
BRANDYWINE OAK PRIVATE WEALTH LLC 321,837$16,757,0003.77%
Tolleson Wealth Management, Inc. 115,581$5,851,0003.44%
ERTS Wealth Advisors, LLC 53,814$2,724,0001.95%
TPG Financial Advisors, LLC 30,427$1,540,0001.67%
Barber Financial Group, Inc. 114,901$5,816,0001.25%
Wealthquest Corp 56,652$2,867,0001.18%
ASSETMARK, INC 2,174,554$110,076,0001.06%
THRIVENT FINANCIAL FOR LUTHERANS 4,866,099$286,419,0001.03%
VALENTINE VENTURES LLC 15,865$803,0001.00%
MACROVIEW INVESTMENT MANAGEMENT LLC 5,127$260,0000.83%
View complete list of ISHARES TR shareholders