Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 381 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.66 and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 62,321$2,629,0002.27%
Outlook Wealth Advisors, LLC 110,619$4,666,0002.09%
4J Wealth Management LLC 38,719$1,633,0002.09%
PATTEN & PATTEN INC/TN 519,487$21,912,0002.08%
Flagship Private Wealth, LLC 46,229$1,950,0002.01%
FORTE ASSET MANAGEMENT LLC 63,331$2,671,0001.77%
DEFINED WEALTH MANAGEMENT, LLC 36,922$1,557,0001.70%
EQ LLC 44,233$1,866,0001.61%
Dentgroup LLC 32,160$1,340,0001.35%
Bernardo Wealth Planning LLC 51,025$2,255,0001.28%
View complete list of ISHARES TR shareholders