Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 610 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,318
-27.2%
392
-24.5%
0.00%
-50.0%
Q2 2023$38,925
+26.0%
519
+20.1%
0.00%
+33.3%
Q1 2023$30,892
+45.0%
432
+38.5%
0.00%0.0%
Q4 2022$21,310
+6.6%
3120.0%0.00%0.0%
Q3 2022$20,0000.0%3120.0%0.00%0.0%
Q2 2022$20,000
-16.7%
3120.0%0.00%0.0%
Q1 2022$24,000
-11.1%
3120.0%0.00%0.0%
Q4 2021$27,000
+8.0%
3120.0%0.00%0.0%
Q3 2021$25,0000.0%3120.0%0.00%
-25.0%
Q2 2021$25,000
-99.9%
3120.0%0.00%0.0%
Q1 2021$24,451,000
+106208.7%
3120.0%0.00%
-20.0%
Q4 2020$23,000
-51.1%
312
+59.2%
0.01%
-61.5%
Q3 2020$47,000
-4.1%
196
-9.7%
0.01%
-13.3%
Q2 2020$49,000
+25.6%
2170.0%0.02%
+15.4%
Q1 2020$39,000
-62.5%
217
-50.0%
0.01%
-27.8%
Q4 2019$104,000
+112.2%
434
+100.0%
0.02%
+20.0%
Q3 2019$49,000
+11.4%
217
+10.7%
0.02%0.0%
Q2 2019$44,000
+2.3%
1960.0%0.02%
-25.0%
Q1 2019$43,000
+16.2%
1960.0%0.02%
+5.3%
Q4 2018$37,000
-19.6%
1960.0%0.02%
-13.6%
Q3 2018$46,0001960.02%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders