Sound Financial Strategies Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sound Financial Strategies Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$82,855
-9.8%
2,632
-4.8%
0.07%
+1.5%
Q2 2023$91,831
+0.0%
2,766
-2.6%
0.07%
+9.8%
Q1 2023$91,818
-4.5%
2,841
-8.9%
0.06%
-12.9%
Q4 2022$96,190
-2.8%
3,120
-15.6%
0.07%
-53.0%
Q3 2022$99,000
-3.9%
3,696
+7.8%
0.15%
+84.0%
Q2 2022$103,000
-16.3%
3,429
-1.4%
0.08%
+19.1%
Q1 2022$123,000
-91.1%
3,479
-90.4%
0.07%
-90.1%
Q4 2021$1,377,000
+602.6%
36,204
+604.8%
0.69%
+603.1%
Q3 2021$196,000
-38.2%
5,137
-37.3%
0.10%
-38.0%
Q2 2021$317,000
-32.0%
8,197
-33.8%
0.16%
-33.9%
Q1 2021$466,000
+68.2%
12,382
+68.4%
0.24%
+57.2%
Q4 2020$277,0007,3510.15%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 78,392$2,074,0003.46%
Ackerman Capital Advisors, LLC 286,220$7,573,0002.95%
Armbruster Capital Management, Inc. 230,525$6,100,0002.87%
Kathmere Capital Management, LLC 286,240$7,574,0002.75%
Beacon Harbor Wealth Advisors, Inc. 110,945$2,936,0002.22%
MERCER GLOBAL ADVISORS INC /ADV 2,683,651$71,009,0001.56%
ATLAS CAPITAL ADVISORS LLC 186,952$4,946,750,0001.47%
OmniStar Financial Group, Inc. 44,310$1,172,0001.15%
FAS Wealth Partners, Inc. 128,678$3,405,0000.60%
MANAGED ACCOUNT SERVICES INC 33,535$842,0000.41%
View complete list of ISHARES TR shareholders