Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,973
+2596.1%
432
+2780.0%
0.00%
Q4 2022$407150.0%0.00%
Q3 2022$0150.0%0.00%
Q2 2022$0150.0%0.00%
Q1 2022$0150.0%0.00%
Q4 2021$0150.0%0.00%
Q3 2021$0
-100.0%
15
-90.5%
0.00%
-100.0%
Q2 2021$5,000
-99.9%
1580.0%0.00%0.0%
Q1 2021$4,974,000
+99380.0%
1580.0%0.00%0.0%
Q4 2020$5,000
+25.0%
1580.0%0.00%0.0%
Q3 2020$4,0000.0%1580.0%0.00%0.0%
Q2 2020$4,0000.0%1580.0%0.00%0.0%
Q1 2020$4,000
-60.0%
158
-50.0%
0.00%
-50.0%
Q4 2019$10,000
+100.0%
316
+100.0%
0.00%0.0%
Q3 2019$5,0000.0%1580.0%0.00%0.0%
Q2 2019$5,000
-84.8%
158
-85.4%
0.00%
-86.7%
Q1 2019$33,000
+6.5%
1,083
+0.9%
0.02%
-6.2%
Q4 2018$31,000
-32.6%
1,073
-24.0%
0.02%
-27.3%
Q3 2018$46,000
+4.5%
1,412
+3.3%
0.02%
-15.4%
Q2 2018$44,000
-4.3%
1,367
-2.5%
0.03%
-13.3%
Q1 2018$46,000
+187.5%
1,402
+187.9%
0.03%
+200.0%
Q4 2017$16,0004870.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders