Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 146 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$268,659
-15.2%
5,699
-7.3%
0.02%
-30.3%
Q2 2023$316,990
-7.5%
6,149
-6.0%
0.03%
-10.8%
Q1 2023$342,800
+2.6%
6,543
-2.5%
0.04%
-14.0%
Q4 2022$334,122
+1.2%
6,711
-1.8%
0.04%
-10.4%
Q3 2022$330,000
-18.5%
6,835
-10.1%
0.05%
-11.1%
Q2 2022$405,000
-11.4%
7,600
+2.2%
0.05%
+1.9%
Q1 2022$457,000
-90.4%
7,438
-89.1%
0.05%
-90.5%
Q4 2021$4,755,000
-7.4%
68,375
-7.8%
0.56%
-15.8%
Q3 2021$5,136,000
-11.1%
74,127
-9.9%
0.66%
-20.4%
Q2 2021$5,776,000
-99.9%
82,280
+0.7%
0.83%
-9.6%
Q1 2021$5,447,456,000
+314781.8%
81,708
+244.9%
0.92%
+141.6%
Q4 2020$1,730,000
+78.2%
23,689
+71.8%
0.38%
+44.2%
Q3 2020$971,000
+2389.7%
13,789
+2371.1%
0.26%
+2108.3%
Q2 2020$39,000
+1850.0%
558
+1590.9%
0.01%
+1100.0%
Q1 2018$2,0000.0%330.0%0.00%0.0%
Q4 2017$2,000330.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 2,463,599$116,13432.24%
AGILIS PARTNERS LLC 589,700$27,79810.01%
DEERE & CO 221,925$10,461,5457.87%
Strategic Advocates LLC 227,406$10,719,9275.05%
Allianz Investment Management U.S. LLC 1,548,000$72,972,7204.51%
Tennessee Valley Asset Management Partners 285,682$13,467,0594.42%
Carolina Wealth Advisors, LLC 116,521$5,492,7993.10%
Pinnacle Family Advisors, LLC 72,254$3,406,0661.95%
Klaas Financial Asset Advisors, LLC 179,536$8,463,3221.92%
DESTINY CAPITAL SECURITIES CORPORATION 48,693$2,295,3661.86%
View complete list of ISHARES TR shareholders