Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,190
+4334.0%
93
+4550.0%
0.00%
Q2 2023$523
-65.2%
2
-66.7%
0.00%
Q1 2023$1,501
-31.1%
6
-33.3%
0.00%
Q4 2022$2,177
+8.8%
90.0%0.00%
Q3 2022$2,000
-71.4%
9
-71.9%
0.00%
-100.0%
Q2 2022$7,000
+16.7%
32
+45.5%
0.00%0.0%
Q1 2022$6,000
-81.8%
22
-81.4%
0.00%
-75.0%
Q4 2021$33,000
+450.0%
118
+436.4%
0.00%
+300.0%
Q3 2021$6,000
-60.0%
22
-60.0%
0.00%
-50.0%
Q2 2021$15,000
-99.9%
55
+19.6%
0.00%0.0%
Q1 2021$12,002,000
+109009.1%
460.0%0.00%0.0%
Q4 2020$11,000
+22.2%
460.0%0.00%0.0%
Q3 2020$9,000
+12.5%
460.0%0.00%0.0%
Q2 2020$8,000
-52.9%
46
-60.3%
0.00%
-66.7%
Q1 2020$17,000
-29.2%
1160.0%0.01%
+50.0%
Q4 2019$24,000
+9.1%
1160.0%0.00%
-42.9%
Q3 2019$22,000
+37.5%
116
+39.8%
0.01%
+16.7%
Q2 2019$16,000
-27.3%
83
-29.1%
0.01%
-40.0%
Q1 2019$22,000
-58.5%
117
-63.6%
0.01%
-64.3%
Q4 2018$53,000
-20.9%
321
-3.6%
0.03%
-15.2%
Q3 2018$67,000
+3.1%
333
-0.9%
0.03%
-13.2%
Q2 2018$65,000
+4.8%
336
+2.4%
0.04%
-7.3%
Q1 2018$62,000
+129.6%
328
+123.1%
0.04%
+127.8%
Q4 2017$27,0001470.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders