Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders