SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 2021. 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$40,028
-10.0%
5440.0%0.01%0.0%
Q2 2023$44,472
-2.3%
5440.0%0.01%
-9.1%
Q1 2023$45,538
-3.3%
5440.0%0.01%
-15.4%
Q4 2022$47,078
+7.0%
5440.0%0.01%0.0%
Q3 2022$44,000
-4.3%
5440.0%0.01%
-7.1%
Q2 2022$46,000
-53.5%
544
-50.0%
0.01%
-41.7%
Q1 2022$99,000
+4.2%
1,088
-0.2%
0.02%
+4.3%
Q4 2021$95,000
+10.5%
1,0900.0%0.02%
+4.5%
Q3 2021$86,0000.0%1,0900.0%0.02%
-8.3%
Q1 2021$86,000
+1.2%
1,0900.0%0.02%
+4.3%
Q4 2020$85,0001,0900.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders