MY Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 202 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
MY Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,211,223
+30.5%
65,749
+21.3%
6.42%
+85.4%
Q3 2022$3,227,000
-6.2%
54,212
+1.0%
3.46%
-6.8%
Q2 2022$3,439,000
-16.4%
53,680
-0.7%
3.71%
-2.5%
Q1 2022$4,113,000
-11.8%
54,083
-9.6%
3.81%
-7.1%
Q4 2021$4,665,00059,8034.10%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 1,021,764$77,705,00011.95%
Flagship Private Wealth, LLC 75,224$5,721,0004.69%
MY Wealth Management Inc. 54,083$4,113,0003.81%
USAdvisors Wealth Management, LLC 72,807$5,537,0002.36%
Clear Perspectives Financial Planning, LLC 55,500$4,221,0001.60%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 32,307$2,457,0001.46%
Bluesphere Advisors, LLC 17,770$1,351,0001.14%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 40,730$3,098,0001.13%
180 WEALTH ADVISORS, LLC 59,680$4,451,0000.97%
FAGAN ASSOCIATES, INC. 52,460$3,990,0000.82%
View complete list of ISHARES TR shareholders