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 ↓
Wealthquest Corp 159,008$4,080,0001.54%
Gateway Advisory, LLC 215,378$5,527,0001.43%
Paulson Wealth Management Inc. 48,938$1,256,0000.95%
Fieldpoint Private Securities, LLC 61,700$1,583,0000.66%
Guidance Point Advisors, LLC 41,138$1,055,0000.62%
Ferris Capital, LLC 65,074$1,670,0000.61%
LEAVELL INVESTMENT MANAGEMENT, INC. 190,467$4,887,0000.55%
Guidant Wealth Advisors 52,954$1,359,0000.53%
Roof Eidam Maycock Peralta, LLC 45,860$1,177,0000.46%
Legacy Private Trust Co. 142,260$3,650,0000.43%
View complete list of ISHARES TR shareholders