SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 160 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.90 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 Q4 2021
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders