Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 140 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$30,000
-3.2%
2810.0%0.00%0.0%
Q2 2022$31,000
-3.1%
2810.0%0.00%0.0%
Q1 2022$32,000
-3.0%
2810.0%0.00%0.0%
Q4 2021$33,0000.0%2810.0%0.00%0.0%
Q3 2021$33,0000.0%2810.0%0.00%
-20.0%
Q2 2021$33,000
-99.9%
2810.0%0.01%
-16.7%
Q1 2021$33,082,000
+97200.0%
2810.0%0.01%
-25.0%
Q4 2020$34,000
+1033.3%
281
+980.8%
0.01%
+700.0%
Q1 2020$3,000
-50.0%
26
-50.0%
0.00%0.0%
Q4 2019$6,000
+100.0%
52
+100.0%
0.00%0.0%
Q3 2019$3,0000.0%260.0%0.00%0.0%
Q2 2019$3,0000.0%260.0%0.00%0.0%
Q1 2019$3,0000.0%260.0%0.00%
-50.0%
Q4 2018$3,0000.0%260.0%0.00%
+100.0%
Q3 2018$3,0000.0%260.0%0.00%
-50.0%
Q2 2018$3,000260.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders