SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 509 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.63 and the average weighting 0.2%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,144
-20.5%
2,1300.0%0.01%
-11.1%
Q2 2023$39,197
-6.5%
2,130
+0.5%
0.01%
-10.0%
Q1 2023$41,929
-0.4%
2,1200.0%0.01%
-9.1%
Q4 2022$42,077
+5.2%
2,120
+0.2%
0.01%
-8.3%
Q3 2022$40,0000.0%2,1160.0%0.01%0.0%
Q2 2022$40,000
+21.2%
2,116
+35.7%
0.01%
+50.0%
Q1 2022$33,0000.0%1,559
+0.1%
0.01%0.0%
Q4 2021$33,000
+17.9%
1,558
+18.4%
0.01%
+14.3%
Q3 2021$28,000
-69.2%
1,316
-66.2%
0.01%
-69.6%
Q2 2021$91,000
-15.0%
3,889
-12.1%
0.02%
-23.3%
Q1 2021$107,000
-21.3%
4,422
-0.6%
0.03%
-18.9%
Q4 2020$136,0004,4470.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders