SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$303,584
+0.2%
4,0610.0%0.08%
+5.6%
Q2 2023$302,975
+5.3%
4,061
+0.4%
0.07%0.0%
Q1 2023$287,779
-5.3%
4,045
+0.5%
0.07%
-13.4%
Q4 2022$303,848
+13.0%
4,026
+1.1%
0.08%
+1.2%
Q3 2022$269,000
-12.7%
3,984
-9.7%
0.08%
-11.0%
Q2 2022$308,000
-17.9%
4,410
-0.6%
0.09%0.0%
Q1 2022$375,000
-2.1%
4,438
+0.4%
0.09%
-2.2%
Q4 2021$383,000
+5.8%
4,420
+0.8%
0.09%0.0%
Q3 2021$362,000
+8.7%
4,387
+6.6%
0.09%
+8.1%
Q2 2021$333,000
+11.0%
4,117
+2.6%
0.09%
+2.4%
Q1 2021$300,000
+7.1%
4,0130.0%0.08%
+10.5%
Q4 2020$280,0004,0130.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders