Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$12,000
-7.7%
285
+3.3%
0.00%0.0%
Q2 2022$13,000
-18.8%
2760.0%0.00%0.0%
Q1 2022$16,000
-11.1%
276
+430.8%
0.00%
-33.3%
Q2 2021$18,000
-99.9%
520.0%0.00%0.0%
Q1 2021$16,001,000
+99906.2%
520.0%0.00%
-25.0%
Q4 2020$16,000
+14.3%
520.0%0.00%0.0%
Q3 2020$14,000
+16.7%
520.0%0.00%0.0%
Q2 2020$12,000
-25.0%
52
-38.8%
0.00%
-33.3%
Q1 2020$16,000
-55.6%
85
-50.0%
0.01%0.0%
Q4 2019$36,000
+125.0%
170
+100.0%
0.01%
+20.0%
Q3 2019$16,000
+6.7%
850.0%0.01%0.0%
Q2 2019$15,0000.0%850.0%0.01%
-28.6%
Q1 2019$15,000
+25.0%
850.0%0.01%
+16.7%
Q4 2018$12,000
-20.0%
850.0%0.01%
-14.3%
Q3 2018$15,000
+66.7%
85
+63.5%
0.01%
+40.0%
Q2 2018$9,000
-25.0%
52
-31.6%
0.01%
-37.5%
Q1 2018$12,000
+50.0%
76
+46.2%
0.01%
+60.0%
Q4 2017$8,000520.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders