Strait & Sound Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Strait & Sound Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$260,253
-3.7%
3,5530.0%0.22%
-16.8%
Q2 2023$270,273
-2.0%
3,553
-9.7%
0.27%
-2.2%
Q1 2023$275,690
+13.3%
3,935
+8.3%
0.27%
+3.0%
Q4 2022$243,3313,6350.27%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 783,407$46,628,0008.34%
Tower Wealth Partners, Inc. 125,758$8,018,0007.61%
Flagship Private Wealth, LLC 84,917$5,054,0005.22%
Drake & Associates, LLC 141,757$8,437,0004.80%
MY Wealth Management Inc. 54,212$3,227,0003.46%
Systelligence, LLC 157,467$9,372,0002.87%
USAdvisors Wealth Management, LLC 68,908$4,101,0002.10%
OneAscent Financial Services LLC 51,564$3,069,0001.22%
Barber Financial Group, Inc. 64,629$3,847,0001.12%
Bluesphere Advisors, LLC 18,485$1,100,0001.10%
View complete list of ISHARES TR shareholders