Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,033
-6.2%
340.0%0.00%
Q2 2023$3,233
-58.9%
34
-59.5%
0.00%
-100.0%
Q1 2023$7,862
+79.4%
84
+75.0%
0.00%0.0%
Q4 2022$4,383
+9.6%
480.0%0.00%0.0%
Q3 2022$4,0000.0%480.0%0.00%0.0%
Q2 2022$4,000
-42.9%
48
-29.4%
0.00%0.0%
Q1 2022$7,000
-99.9%
68
-34.0%
0.00%
-50.0%
Q1 2021$10,399,000
+129887.5%
1030.0%0.00%0.0%
Q4 2020$8,000
+33.3%
103
+102.0%
0.00%0.0%
Q3 2020$6,0000.0%510.0%0.00%0.0%
Q2 2020$6,000
+20.0%
510.0%0.00%0.0%
Q1 2020$5,000
-37.5%
510.0%0.00%
+100.0%
Q4 2019$8,0000.0%51
+2.0%
0.00%
-50.0%
Q3 2019$8,000
+14.3%
500.0%0.00%0.0%
Q2 2019$7,0000.0%500.0%0.00%
-33.3%
Q1 2019$7,000
+600.0%
50
+525.0%
0.00%
+200.0%
Q1 2018$1,0000.0%80.0%0.00%0.0%
Q4 2017$1,00080.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders