Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 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 Q1 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders