SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 140 filers reported holding ISHARES TR in Q3 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$34,114
-6.9%
1830.0%0.01%
-11.1%
Q2 2023$36,635
+1.0%
183
+0.5%
0.01%0.0%
Q1 2023$36,255
-1.3%
182
+0.6%
0.01%
-10.0%
Q4 2022$36,740
+14.8%
181
+1.7%
0.01%0.0%
Q3 2022$32,000
-5.9%
1780.0%0.01%0.0%
Q2 2022$34,000
-2.9%
178
+0.6%
0.01%
+11.1%
Q1 2022$35,0000.0%1770.0%0.01%
+12.5%
Q4 2021$35,000
+12.9%
177
+1.1%
0.01%0.0%
Q3 2021$31,000
-3.1%
1750.0%0.01%0.0%
Q2 2021$32,000
+6.7%
175
+0.6%
0.01%0.0%
Q1 2021$30,000
-3.2%
1740.0%0.01%0.0%
Q4 2020$31,0001740.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders