Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

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 Q1 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders