BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 121 filers reported holding ISHARES TR in Q4 2022. 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$1,244,207
-7.8%
20,978
-3.6%
0.15%
-3.3%
Q2 2023$1,349,617
+1.7%
21,761
-0.6%
0.15%
-2.6%
Q1 2023$1,327,517
+4.6%
21,899
-0.6%
0.16%
-1.9%
Q4 2022$1,269,095
-12.9%
22,021
-23.5%
0.16%
-20.2%
Q3 2022$1,457,000
-35.2%
28,774
-26.7%
0.20%
-31.2%
Q2 2022$2,249,000
-19.2%
39,235
-8.1%
0.29%
-9.4%
Q1 2022$2,784,000
+12.1%
42,692
+14.1%
0.32%
+17.3%
Q4 2021$2,483,000
+22.1%
37,429
+26.3%
0.27%
+14.8%
Q3 2021$2,033,000
+2.6%
29,624
+0.7%
0.24%
+2.2%
Q2 2021$1,982,000
+3.3%
29,407
-0.6%
0.23%
-18.4%
Q1 2021$1,919,000
-1.4%
29,586
-4.1%
0.28%
-4.7%
Q4 2020$1,947,000
+11.3%
30,866
-3.7%
0.30%
+1.4%
Q3 2020$1,750,000
+22.0%
32,042
+14.8%
0.29%
+14.9%
Q2 2020$1,435,000
-11.1%
27,919
+49.7%
0.26%
-23.4%
Q1 2020$1,614,00018,6480.33%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Capital Advisors, Ltd. LLC 11,716$639,0000.20%
Cetera Advisor Networks LLC 12,548$684,0000.03%
Cornerstone Wealth Management, LLC 129,195$2,381,0000.03%
BB&T SECURITIES, LLC 38,257$2,086,0000.02%
OPTIMUM INVESTMENT ADVISORS 1,360$74,0000.02%
Virtu Financial LLC 8,338$455,0000.02%
Azimuth Capital Management LLC 4,100$224,0000.02%
Legacy Financial Advisors, Inc. 605$34,0000.01%
LINCOLN NATIONAL CORP 5,530$302,0000.01%
JANE STREET GROUP, LLC 80,298$4,379,0000.01%
View complete list of ISHARES TR shareholders