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 ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders