Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 321 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.4%.

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 Q2 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders