Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$592
-40.8%
130.0%0.00%
Q3 2022$1,0000.0%130.0%0.00%
Q2 2022$1,0000.0%130.0%0.00%
Q1 2022$1,0000.0%130.0%0.00%
Q4 2021$1,0000.0%130.0%0.00%
Q3 2021$1,000
-91.7%
13
-93.7%
0.00%
-100.0%
Q2 2021$12,000
-99.9%
2060.0%0.00%0.0%
Q1 2021$11,367,000
+103236.4%
2060.0%0.00%0.0%
Q4 2020$11,000
+22.2%
2060.0%0.00%0.0%
Q3 2020$9,0000.0%2060.0%0.00%
-33.3%
Q2 2020$9,000
+12.5%
2060.0%0.00%0.0%
Q1 2020$8,000
-60.0%
206
-50.0%
0.00%0.0%
Q4 2019$20,000
+122.2%
412
+100.0%
0.00%0.0%
Q3 2019$9,000
-10.0%
2060.0%0.00%0.0%
Q2 2019$10,0000.0%2060.0%0.00%
-40.0%
Q1 2019$10,000
+11.1%
2060.0%0.01%0.0%
Q4 2018$9,000
-10.0%
2060.0%0.01%0.0%
Q3 2018$10,0000.0%2060.0%0.01%
-16.7%
Q2 2018$10,0000.0%2060.0%0.01%
-14.3%
Q1 2018$10,0000.0%2060.0%0.01%0.0%
Q4 2017$10,0002060.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders