Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 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 Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders