Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$97,151
-50.6%
2,222
-48.6%
0.01%
-60.0%
Q2 2023$196,489
+169.7%
4,321
+173.7%
0.02%
+150.0%
Q1 2023$72,855
-0.1%
1,579
-2.7%
0.01%
-11.1%
Q4 2022$72,942
-8.8%
1,623
-9.3%
0.01%
-25.0%
Q3 2022$80,000
-4.8%
1,789
-0.1%
0.01%
+9.1%
Q2 2022$84,000
-10.6%
1,791
-5.4%
0.01%0.0%
Q1 2022$94,000
-83.4%
1,894
-82.3%
0.01%
-83.6%
Q4 2021$566,000
-8.6%
10,700
-8.0%
0.07%
-16.2%
Q3 2021$619,000
-11.1%
11,635
-10.5%
0.08%
-20.0%
Q2 2021$696,000
-99.9%
13,004
-10.7%
0.10%
-23.1%
Q1 2021$768,177,000
+165455.4%
14,563
+71.5%
0.13%
+27.5%
Q4 2020$464,0008,4920.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders