SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224,926
-1.3%
6590.0%0.06%
+5.7%
Q2 2023$227,991
+13.5%
6590.0%0.05%
+8.2%
Q1 2023$200,814
+29.3%
659
+8.6%
0.05%
+16.7%
Q4 2022$155,315
-5.3%
607
-7.9%
0.04%
-14.3%
Q3 2022$164,000
-7.3%
6590.0%0.05%
-5.8%
Q2 2022$177,000
-11.1%
659
+14.2%
0.05%
+6.1%
Q1 2022$199,0005770.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders