SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 152 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.2%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,389
-5.6%
5740.0%0.01%0.0%
Q2 2023$29,001
+3.3%
574
+2.1%
0.01%0.0%
Q1 2023$28,088
+10.4%
5620.0%0.01%0.0%
Q4 2022$25,432
+21.1%
562
+0.5%
0.01%
+16.7%
Q3 2022$21,000
-8.7%
5590.0%0.01%
-14.3%
Q2 2022$23,000
-14.8%
559
+2.9%
0.01%0.0%
Q1 2022$27,000
-6.9%
5430.0%0.01%0.0%
Q4 2021$29,000
+7.4%
543
+1.3%
0.01%0.0%
Q3 2021$27,000
-3.6%
5360.0%0.01%0.0%
Q2 2021$28,000
+7.7%
536
+1.5%
0.01%0.0%
Q1 2021$26,000
+4.0%
5280.0%0.01%0.0%
Q4 2020$25,0005280.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. (NB/CA) 90,793$3,431,0004.05%
Stelac Advisory Services LLC 272,864$10,312,0003.16%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 67,243$2,541,0002.44%
CKW FINANCIAL GROUP 169,232$6,395,0002.28%
Round Table Services, LLC 101,511$3,836,0002.16%
Palisades Hudson Asset Management, L.P. 58,177$2,199,0001.79%
Lattice Strategies LLC 55,806$2,109,0001.65%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 116,284$4,394,0001.58%
Risk Paradigm Group, LLC 25,404$960,017,0001.30%
Ironwood Financial, llc 37,814$1,429,0001.07%
View complete list of ISHARES TR shareholders