SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,416,659
-7.2%
130,352
-3.7%
2.34%
-1.6%
Q2 2023$10,149,797
+27.5%
135,331
+21.5%
2.38%
+21.2%
Q1 2023$7,962,841
+7.4%
111,353
+2.6%
1.96%
-1.7%
Q4 2022$7,413,075
+22.7%
108,537
+13.2%
2.00%
+9.7%
Q3 2022$6,040,000
+14.1%
95,855
+15.4%
1.82%
+16.6%
Q2 2022$5,292,000
-3.5%
83,042
+16.9%
1.56%
+16.5%
Q1 2022$5,486,000
-8.7%
71,009
+0.7%
1.34%
-8.0%
Q4 2021$6,006,000
+29.2%
70,515
+20.1%
1.45%
+22.1%
Q3 2021$4,650,000
+38.9%
58,720
+42.0%
1.19%
+38.5%
Q2 2021$3,347,000
-7.4%
41,359
-10.3%
0.86%
-14.9%
Q1 2021$3,614,000
-1.7%
46,117
-0.9%
1.01%
+1.1%
Q4 2020$3,675,00046,5391.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders