SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 366 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,270,983
-12.6%
20,744
-11.7%
0.26%
-15.0%
Q1 2024$1,454,786
+7.1%
23,502
+395.3%
0.30%
-0.3%
Q4 2023$1,358,168
+4.0%
4,745
-1.9%
0.30%
-7.1%
Q3 2023$1,305,791
-4.0%
4,835
-0.4%
0.32%
+1.9%
Q2 2023$1,359,788
+2.5%
4,852
-0.1%
0.32%
-2.4%
Q1 2023$1,326,845
-3.2%
4,859
+0.6%
0.33%
-11.4%
Q4 2022$1,370,182
+18.4%
4,830
+5.6%
0.37%
+6.0%
Q3 2022$1,157,000
+1.6%
4,575
+8.0%
0.35%
+3.6%
Q2 2022$1,139,000
-11.6%
4,237
-5.1%
0.34%
+7.0%
Q1 2022$1,289,000
+16.3%
4,466
+21.7%
0.31%
+17.2%
Q4 2021$1,108,000
+4.9%
3,670
-4.1%
0.27%
-1.1%
Q3 2021$1,056,000
+1.1%
3,828
-0.1%
0.27%
+0.7%
Q2 2021$1,045,000
+1.3%
3,833
-6.3%
0.27%
-6.9%
Q1 2021$1,032,000
-2.5%
4,090
-1.4%
0.29%
+0.3%
Q4 2020$1,059,0004,1500.29%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 275,932$16,906,3498.08%
Perbak Capital Partners LLP 427,851$26,214,4317.75%
Sowa Financial Group, Inc. 108,907$6,6735.05%
Bellwether Advisors, LLC 376,352$23,059,0754.84%
First Citizens Financial Corp 110,781$6,787,5524.02%
HC Advisors, LLC 61,400$3,761,9843.47%
Audent Global Asset Management, LLC 40,479$2,480,1682.58%
Sheridan Capital Management, LLC 56,655$3,453,7082.57%
ETFIDEA, LLC 97,358$5,965,1262.02%
Oakworth Capital, Inc. 393,851$24,131,1921.76%
View complete list of ISHARES TR shareholders