BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 75 filers reported holding ISHARES TR in Q1 2022. 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
Q4 2022$375,680
-29.5%
14,902
-31.1%
0.05%
-34.7%
Q3 2022$533,000
-23.3%
21,641
-21.2%
0.07%
-19.1%
Q2 2022$695,000
-0.7%
27,450
-0.0%
0.09%
+11.2%
Q1 2022$700,000
+10.8%
27,458
+22.6%
0.08%
+15.9%
Q4 2021$632,000
+93.9%
22,390
+84.5%
0.07%
+81.6%
Q3 2021$326,000
+1.9%
12,137
+2.3%
0.04%
+2.7%
Q2 2021$320,00011,8680.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 150,901$4,057,0001.38%
Azimuth Capital Management LLC 643,800$17,309,0000.74%
CHILDRESS CAPITAL ADVISORS, LLC 42,100$1,131,0000.46%
Roof Eidam Maycock Peralta, LLC 37,600$1,011,0000.37%
Prism Advisors, Inc. 37,953$1,020,0000.36%
SENTINEL PENSION ADVISORS INC 39,095$1,051,0000.36%
CGN Advisors LLC 32,549$875,0000.29%
Lee Financial Co 51,300$1,379,0000.28%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 254,151$6,833,0000.27%
Sound View Wealth Advisors Group, LLC 29,698$798,0000.17%
View complete list of ISHARES TR shareholders