Sound Income Strategies, LLC - ISHARES TR ownership

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ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 87 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,272
-4.9%
540.0%0.00%–
Q2 2023$3,440
+2.9%
540.0%0.00%–
Q1 2023$3,342
-0.3%
540.0%0.00%–
Q4 2022$3,351
+11.7%
540.0%0.00%–
Q3 2022$3,0000.0%540.0%0.00%–
Q2 2022$3,000
-25.0%
540.0%0.00%–
Q1 2022$4,0000.0%540.0%0.00%–
Q4 2021$4,000
+33.3%
540.0%0.00%–
Q3 2021$3,0000.0%540.0%0.00%–
Q2 2021$3,000
-99.9%
54
+200.0%
0.00%
-100.0%
Q1 2021$3,319,000
+110533.3%
180.0%0.00%0.0%
Q4 2020$3,000
+50.0%
180.0%0.00%0.0%
Q3 2020$2,0000.0%180.0%0.00%0.0%
Q2 2020$2,0000.0%180.0%0.00%0.0%
Q1 2020$2,000
-66.7%
18
-50.0%
0.00%0.0%
Q4 2019$6,000
+100.0%
36
+100.0%
0.00%0.0%
Q3 2019$3,0000.0%180.0%0.00%0.0%
Q2 2019$3,0000.0%180.0%0.00%0.0%
Q1 2019$3,000
+50.0%
180.0%0.00%0.0%
Q4 2018$2,000
-33.3%
180.0%0.00%0.0%
Q3 2018$3,0000.0%180.0%0.00%
-50.0%
Q2 2018$3,0000.0%180.0%0.00%0.0%
Q1 2018$3,0000.0%180.0%0.00%0.0%
Q4 2017$3,000–18–0.00%–
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Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Matrix Trust Co 224,112$13,5793.54%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 92,937$5,631,0351.91%
Black Diamond Financial, LLC 72,156$4,371,9321.35%
PCA Investment Advisory Services Inc. 27,044$1,638,6061.17%
FLAGSTAR ADVISORS INC 35,905$2,191,2570.83%
BEDEL FINANCIAL CONSULTING INC 59,356$3,596,4070.73%
Marietta Wealth Management, LLC 59,210$3,587,5340.71%
Rodgers & Associates, LTD 77,432$4,691,6070.71%
Orgel Wealth Management, LLC 325,949$19,749,2500.67%
Courage Miller Partners, LLC 22,224$1,346,5520.55%
View complete list of ISHARES TR shareholders