SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 223 filers reported holding ISHARES TR in Q3 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
Q2 2024$47,807
+4.0%
5440.0%0.01%0.0%
Q1 2024$45,979
+5.7%
5440.0%0.01%0.0%
Q4 2023$43,482
+8.6%
5440.0%0.01%0.0%
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 Q3 2022
NameSharesValueWeighting ↓
Destination Wealth Management 624,565$51,058,1631.90%
BOS Asset Management, LLC 25,808$2,109,8041.64%
First Citizens Financial Corp 22,212$1,815,8321.23%
San Luis Wealth Advisors LLC 41,232$3,3711.19%
LBMC INVESTMENT ADVISORS, LLC 123,300$10,079,7520.99%
Essex LLC 58,552$4,786,6260.67%
TAP Consulting, LLC 33,198$2,713,9340.67%
COUNTRY CLUB BANK 80,834$6,531,3870.52%
HOLDERNESS INVESTMENTS CO 17,000$1,389,7870.51%
Family Firm, Inc. 23,002$1,880,4190.50%
View complete list of ISHARES TR shareholders