Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,852
-72.2%
447
-71.1%
0.00%
-75.0%
Q2 2023$35,403
+304.9%
1,546
+313.4%
0.00%
+300.0%
Q1 2023$8,744
-66.8%
374
-67.7%
0.00%
-66.7%
Q4 2022$26,310
+139.2%
1,158
+139.8%
0.00%
+50.0%
Q3 2022$11,000
+83.3%
483
+78.2%
0.00%
+100.0%
Q2 2022$6,000
-99.6%
271
+359.3%
0.00%
Q1 2021$1,532,000
+16922.2%
59
-81.2%
0.00%
-100.0%
Q4 2020$9,000
+350.0%
314
+441.4%
0.00%
+100.0%
Q3 2020$2,000
-92.3%
58
-93.7%
0.00%
-87.5%
Q2 2020$26,000
-10.3%
925
-12.0%
0.01%
-20.0%
Q1 2020$29,000
-3.3%
1,051
-11.8%
0.01%
+100.0%
Q4 2019$30,000
+30.4%
1,192
+39.3%
0.01%
-28.6%
Q3 2019$23,000
-23.3%
856
-27.1%
0.01%
-30.0%
Q2 2019$30,000
-52.4%
1,174
-52.7%
0.01%
-65.5%
Q1 2019$63,000
+173.9%
2,482
+171.3%
0.03%
+141.7%
Q4 2018$23,000
-4.2%
915
-7.4%
0.01%0.0%
Q3 2018$24,000
-27.3%
988
-25.3%
0.01%
-36.8%
Q2 2018$33,000
+22.2%
1,323
+22.3%
0.02%
+5.6%
Q1 2018$27,000
+575.0%
1,082
+521.8%
0.02%
+500.0%
Q4 2017$4,0001740.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders