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 ↓
STRINGER ASSET MANAGEMENT, LLC 29,834$3,235,0003.86%
Fernwood Investment Management, LLC 33,302$3,611,0003.09%
Quantitative Advantage, LLC 99,836$10,825,0003.08%
RiverFront Investment Group, LLC 320,698$34,773,0001.01%
Stillwater Capital Advisors, LLC 27,832$3,018,0000.92%
Madden Advisory Services, Inc. 6,420$696,0000.46%
Peachtree Investment Advisors, Inc. 3,973$431,0000.45%
COMERICA SECURITIES INC 5,997$650,0000.27%
Atria Investments, Inc 23,934$2,466,0000.27%
BB&T SECURITIES, LLC 108,638$11,779,0000.25%
View complete list of ISHARES TR shareholders