BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,083,007
-8.7%
42,430
-8.8%
0.13%
-4.5%
Q2 2023$1,186,065
-20.4%
46,531
-20.6%
0.13%
-23.6%
Q1 2023$1,490,130
-19.0%
58,597
-19.3%
0.17%
-24.0%
Q4 2022$1,839,936
-15.6%
72,581
-16.0%
0.23%
-22.6%
Q3 2022$2,180,000
-5.9%
86,372
-5.0%
0.30%0.0%
Q2 2022$2,317,000
+16.5%
90,890
+16.4%
0.30%
+30.4%
Q1 2022$1,989,000
+2.0%
78,094
+5.4%
0.23%
+6.6%
Q4 2021$1,950,000
+12.9%
74,075
+11.5%
0.21%
+6.0%
Q3 2021$1,727,000
-0.5%
66,445
-0.1%
0.20%
-1.0%
Q2 2021$1,735,000
+17.2%
66,486
+17.5%
0.20%
-6.9%
Q1 2021$1,480,000
-2.3%
56,595
-2.2%
0.22%
-5.6%
Q4 2020$1,515,000
+2.0%
57,882
+2.4%
0.23%
-6.9%
Q3 2020$1,485,000
+11.6%
56,519
+11.4%
0.25%
+4.6%
Q2 2020$1,331,000
+16.8%
50,751
+14.1%
0.24%
+0.9%
Q1 2020$1,140,000
+186.4%
44,460
+187.8%
0.24%
+226.4%
Q4 2019$398,00015,4500.07%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 110,227$2,782,0002.54%
Virginia National Bank 28,835$728,0002.32%
Praetorian Wealth Management, Inc. 199,766$5,042,0001.89%
SONATA CAPITAL GROUP INC 124,535$3,143,0001.73%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 96,841$2,447,0001.21%
Resonant Capital Advisors, LLC 309,091$7,801,0001.19%
SENTINEL PENSION ADVISORS INC 116,899$2,951,0001.03%
LEAVELL INVESTMENT MANAGEMENT, INC. 417,408$10,535,0000.84%
Gateway Advisory, LLC 116,651$2,944,0000.73%
W.H. Cornerstone Investments Inc. 26,341$665,0000.70%
View complete list of ISHARES TR shareholders