BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 1 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$2,175,000
-24.0%
85,064
-23.8%
0.25%
-24.3%
Q2 2021$2,860,000
-14.9%
111,583
-14.6%
0.33%
-32.5%
Q1 2021$3,361,000
+7.3%
130,718
+7.5%
0.50%
+3.6%
Q4 2020$3,133,000
+9.0%
121,561
+9.6%
0.48%
-0.4%
Q3 2020$2,873,000
+95.2%
110,893
+95.3%
0.48%
+83.2%
Q2 2020$1,472,000
+14.3%
56,778
+12.4%
0.26%
-1.5%
Q1 2020$1,288,000
+176.4%
50,492
+178.6%
0.27%
+212.9%
Q4 2019$466,000
+129.6%
18,125
+129.8%
0.08%
+123.7%
Q3 2019$203,0007,8860.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 200,236$5,194,0001.52%
Praetorian Wealth Management, Inc. 84,114$2,182,0001.07%
Paulson Wealth Management Inc. 55,827$1,448,0001.01%
Stonebridge Capital Advisors LLC 191,689$4,972,0000.92%
SENTINEL PENSION ADVISORS INC 82,210$2,133,0000.89%
Wealthquest Corp 129,888$3,369,0000.86%
SONATA CAPITAL GROUP INC 47,800$1,240,0000.79%
Fieldpoint Private Securities, LLC 85,360$2,214,0000.75%
LEAVELL INVESTMENT MANAGEMENT, INC. 289,894$7,520,0000.73%
Ferris Capital, LLC 67,719$1,757,0000.62%
View complete list of ISHARES TR shareholders