Sound Income Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 168 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,324
-99.8%
157
+157.4%
0.00%
Q1 2021$1,554,000
+30980.0%
61
-77.1%
0.00%
-100.0%
Q1 2020$5,000
-80.8%
266
-71.4%
0.00%
-50.0%
Q4 2019$26,000
-7.1%
931
-7.1%
0.00%
-50.0%
Q3 2019$28,000
-9.7%
1,002
-14.1%
0.01%
-27.3%
Q2 2019$31,000
-22.5%
1,167
-22.5%
0.01%
-38.9%
Q1 2019$40,000
-57.0%
1,505
-62.3%
0.02%
-63.3%
Q4 2018$93,000
-31.1%
3,987
-25.4%
0.05%
-25.8%
Q3 2018$135,0005,3470.07%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
SVB Investment Services Inc. 266,747$7,394,0004.93%
CAHABA WEALTH MANAGEMENT, INC. 1,028,523$29,683,0004.59%
Boston Standard Wealth Management, LLC 408,578$11,326,000,0003.43%
Klaas Financial Asset Advisors, LLC 449,079$12,488,0003.14%
VIEWPOINT INVESTMENT PARTNERS CORP 169,700$4,704,0003.10%
Wiser Wealth Management, Inc 171,689$4,759,0002.90%
GP Brinson Investments LLC 135,241$3,749,0002.66%
Oakwell Private Wealth Management, LLC 149,001$4,130,0002.65%
Larson Financial Group LLC 390,839$10,834,0002.52%
PDS Planning, Inc 361,495$10,021,0002.44%
View complete list of ISHARES TR shareholders