Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$66,855
-2.9%
7050.0%0.01%
-14.3%
Q2 2023$68,836
+10.0%
7050.0%0.01%0.0%
Q1 2023$62,583
+8.9%
7050.0%0.01%0.0%
Q4 2022$57,472
+0.8%
7050.0%0.01%
-12.5%
Q3 2022$57,000
-3.4%
7050.0%0.01%0.0%
Q2 2022$59,0007050.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 497,864$57,667,00018.02%
Madison Wealth Partners, Inc 284,803$32,935,00016.56%
Legacy Financial Group LLC 335,565$37,550,00016.14%
Financial Council, LLC 106,646$12,333,00014.74%
Tennessee Valley Asset Management Partners 350,633$40,547,00013.54%
ForthRight Wealth Management, LLC 182,749$21,133,00011.55%
Vantage Financial Partners, LLC 251,397$29,072,00011.38%
Mascoma Wealth Management LLC 248,716$28,762,0009.95%
Veracity Capital LLC 196,948$22,775,0009.14%
WJ Wealth Management, LLC 127,037$14,689,0008.78%
View complete list of ISHARES TR shareholders