SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 164 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders