SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$32,854
-5.9%
4910.0%0.01%0.0%
Q2 2023$34,924
+10.2%
491
+0.2%
0.01%0.0%
Q1 2023$31,703
+13.8%
490
+0.2%
0.01%
+14.3%
Q4 2022$27,855
-0.5%
489
+0.4%
0.01%
-12.5%
Q3 2022$28,000
+3.7%
4870.0%0.01%0.0%
Q2 2022$27,000
-25.0%
487
+0.2%
0.01%
-11.1%
Q1 2022$36,000
-10.0%
486
+0.2%
0.01%
-10.0%
Q4 2021$40,000
+8.1%
485
+0.2%
0.01%
+11.1%
Q3 2021$37,0000.0%4840.0%0.01%
-10.0%
Q2 2021$37,000
+2.8%
484
+0.2%
0.01%0.0%
Q1 2021$36,000
+2.9%
4830.0%0.01%0.0%
Q4 2020$35,0004830.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders