SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 103 filers reported holding ISHARES TR in Q1 2023. 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$44,337
-3.6%
869
+0.6%
0.01%0.0%
Q2 2023$46,000
+0.1%
864
+0.6%
0.01%0.0%
Q1 2023$45,955
+2.5%
859
+0.4%
0.01%
-8.3%
Q4 2022$44,830
-85.0%
856
-85.5%
0.01%
-86.7%
Q3 2022$299,0005,9150.09%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Whitegate Investment Counselors, Inc. 82,725$4,426,6151.43%
James J. Burns & Company, LLC 99,606$5,3301.37%
NBT BANK N A /NY 169,770$9,084,3931.33%
Israel Discount Bank of New York 26,410$1,413,1991.06%
Conrad Siegel Investment Advisors, Inc. 19,482$1,042,5020.92%
ETFIDEA, LLC 37,315$1,996,7260.87%
Level Financial Advisors 23,200$1,241,4320.74%
MYECFO, LLC 17,390$930,5390.70%
ARROW FINANCIAL CORP 84,139$4,502,2780.59%
ALESCO ADVISORS LLC 253,821$13,581,9620.50%
View complete list of ISHARES TR shareholders