Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,022
+11.1%
215
+15.0%
0.00%0.0%
Q2 2023$12,623
-79.2%
187
-79.2%
0.00%
-85.7%
Q1 2023$60,682
+85.3%
897
+74.2%
0.01%
+75.0%
Q4 2022$32,746
+12.9%
5150.0%0.00%0.0%
Q3 2022$29,000
+11.5%
515
+26.2%
0.00%
+33.3%
Q2 2022$26,000
+100.0%
408
+118.2%
0.00%
+200.0%
Q1 2022$13,000
-7.1%
1870.0%0.00%
-50.0%
Q4 2021$14,0000.0%1870.0%0.00%0.0%
Q3 2021$14,0000.0%1870.0%0.00%0.0%
Q2 2021$14,000
-99.7%
187
+171.0%
0.00%
+100.0%
Q1 2021$5,036,000
+100620.0%
690.0%0.00%0.0%
Q4 2020$5,0000.0%690.0%0.00%0.0%
Q3 2020$5,0000.0%690.0%0.00%0.0%
Q2 2020$5,000
+25.0%
690.0%0.00%0.0%
Q1 2020$4,000
-60.0%
69
-50.0%
0.00%
-50.0%
Q4 2019$10,000
+100.0%
138
+100.0%
0.00%0.0%
Q3 2019$5,0000.0%690.0%0.00%0.0%
Q2 2019$5,0000.0%690.0%0.00%0.0%
Q1 2019$5,0000.0%690.0%0.00%
-33.3%
Q4 2018$5,000690.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders