Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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$3,000180.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Matrix Trust Co 219,861$13,900,0003.56%
FLAGSTAR ADVISORS INC 116,580$7,370,0002.45%
Courage Miller Partners, LLC 32,662$2,065,0000.83%
Rodgers & Associates, LTD 73,065$4,619,0000.75%
Equitable Holdings, Inc. 633,868$40,073,0000.68%
CORNERCAP INVESTMENT COUNSEL INC 77,409$4,894,0000.56%
GHP Investment Advisors, Inc. 93,828$5,932,0000.47%
Marietta Wealth Management, LLC 32,894$2,080,0000.45%
Pflug Koory, LLC 10,482$663,0000.36%
Integrated Advisors Network LLC 80,156$5,067,0000.34%
View complete list of ISHARES TR shareholders