SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders