Birchcreek Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Birchcreek Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$335,739
-23.0%
5,761
-19.3%
0.23%
-25.2%
Q2 2023$436,200
-13.8%
7,137
-14.7%
0.30%
-23.8%
Q1 2023$506,113
-46.6%
8,370
-50.6%
0.40%
-52.6%
Q4 2022$948,414
+15.9%
16,942
+0.1%
0.84%
+11.3%
Q3 2022$818,000
-16.0%
16,928
-6.6%
0.76%
-13.3%
Q2 2022$974,000
-40.2%
18,125
-29.2%
0.87%
-39.4%
Q1 2022$1,629,000
+40.8%
25,605
+49.5%
1.44%
+43.0%
Q4 2021$1,157,000
-1.2%
17,126
-2.3%
1.01%
-7.6%
Q3 2021$1,171,000
+3.9%
17,528
+4.9%
1.09%
+0.6%
Q2 2021$1,127,000
+14.5%
16,702
+9.6%
1.09%
+4.3%
Q1 2021$984,000
+42.2%
15,238
+35.7%
1.04%
+53.3%
Q4 2020$692,00011,2330.68%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders