Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 142 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,490
-3.7%
340.0%0.00%
Q2 2023$2,586
+8.6%
340.0%0.00%
Q1 2023$2,382
+9.4%
340.0%0.00%
Q4 2022$2,178
+8.9%
340.0%0.00%
Q3 2022$2,0000.0%340.0%0.00%
Q2 2022$2,000
-33.3%
340.0%0.00%
Q1 2022$3,0000.0%340.0%0.00%
Q4 2021$3,000
+50.0%
340.0%0.00%
Q3 2021$2,0000.0%340.0%0.00%
Q2 2021$2,000
-99.9%
340.0%0.00%
Q1 2021$2,244,000
+112100.0%
340.0%0.00%
Q4 2020$2,0000.0%340.0%0.00%
-100.0%
Q3 2020$2,0000.0%340.0%0.00%0.0%
Q2 2020$2,0000.0%340.0%0.00%0.0%
Q1 2020$2,000
-50.0%
34
-50.0%
0.00%0.0%
Q4 2019$4,000
+100.0%
68
+100.0%
0.00%0.0%
Q3 2019$2,0000.0%340.0%0.00%0.0%
Q2 2019$2,0000.0%340.0%0.00%0.0%
Q1 2019$2,000
+100.0%
340.0%0.00%0.0%
Q4 2018$1,000
-50.0%
340.0%0.00%0.0%
Q3 2018$2,0000.0%340.0%0.00%0.0%
Q2 2018$2,0000.0%34
+100.0%
0.00%0.0%
Q1 2018$2,000170.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Systelligence, LLC 317,648$17,884,0005.42%
Fluent Financial, LLC 125,675$7,076,0004.25%
180 WEALTH ADVISORS, LLC 66,091$3,790,0001.42%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 38,322$2,158,0001.19%
Connecticut Wealth Management, LLC 129,476$7,289,0000.80%
Capital Advisors, Ltd. LLC 52,481$2,955,0000.74%
FAGAN ASSOCIATES, INC. 40,522$2,281,0000.65%
Carroll Financial Associates, Inc. 130,565$7,350,0000.57%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 9,133$534,0000.50%
HOWARD WEALTH MANAGEMENT, LLC 11,884$669,0000.48%
View complete list of ISHARES TR shareholders