Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 285 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$87,728
-8.5%
1,825
-4.7%
0.01%
-30.0%
Q2 2023$95,922
-47.4%
1,915
-46.8%
0.01%
-50.0%
Q1 2023$182,325
-39.5%
3,599
-41.4%
0.02%
-47.4%
Q4 2022$301,539
-1.1%
6,140
-3.2%
0.04%
-13.6%
Q3 2022$305,000
-29.9%
6,344
-25.7%
0.04%
-24.1%
Q2 2022$435,000
-20.9%
8,537
-14.5%
0.06%
-7.9%
Q1 2022$550,000
-11.6%
9,989
-4.0%
0.06%
-13.7%
Q4 2021$622,000
-8.3%
10,409
-7.7%
0.07%
-17.0%
Q3 2021$678,000
-11.7%
11,278
-11.0%
0.09%
-20.7%
Q2 2021$768,000
+76700.0%
12,668
+140655.6%
0.11%
+11000.0%
Q1 2018$1,0000.0%90.0%0.00%0.0%
Q4 2017$1,00090.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders