SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders