BRANDYWINE OAK PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 46 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 2022$266,000
-26.3%
10,946
-23.7%
0.04%
-21.7%
Q2 2022$361,000
+21.5%
14,352
+22.6%
0.05%
+35.3%
Q1 2022$297,000
+12.5%
11,711
+25.9%
0.03%
+17.2%
Q4 2021$264,0009,3050.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 622,754$15,245,0182.25%
Envision Financial Planning, LLC 86,542$2,118,5452.10%
Praetorian Wealth Management, Inc. 226,637$5,548,0731.76%
Virginia National Bank 12,351$302,3521.38%
HENGEHOLD CAPITAL MANAGEMENT LLC 402,502$9,853,2491.29%
BLUE SQUARE ASSET MANAGEMENT, LLC 35,229$862,4060.64%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 55,040$1,3470.58%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 649,377$15,896,7490.55%
Granite Harbor Advisors, Inc. 27,404$670,8500.54%
Royal Harbor Partners, LLC 37,678$922,3570.48%
View complete list of ISHARES TR shareholders