Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 166 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.

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 Q1 2021
NameSharesValueWeighting ↓
BigSur Wealth Management LLC 18,299$1,670,0001.19%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 21,329$1,946,0000.97%
Capital Advisors, Ltd. LLC 31,985$2,919,0000.94%
180 WEALTH ADVISORS, LLC 13,337$1,215,0000.63%
Carroll Financial Associates, Inc. 60,523$5,523,0000.61%
Daniel Devine & Co 4,425$404,0000.33%
Curbstone Financial Management Corp 12,650$1,154,0000.33%
GFS Advisors, LLC 14,500$1,323,0000.27%
FLAGSHIP HARBOR ADVISORS, LLC 8,844$790,0000.24%
Dorsey & Whitney Trust CO LLC 13,650$1,246,0000.23%
View complete list of ISHARES TR shareholders