SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders