SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 35 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$93,852
-24.3%
3,747
-21.1%
0.02%
-20.7%
Q2 2023$124,011
-26.3%
4,748
-24.1%
0.03%
-29.3%
Q1 2023$168,191
+0.5%
6,253
+2.2%
0.04%
-8.9%
Q4 2022$167,428
+11.6%
6,117
+1.0%
0.04%0.0%
Q3 2022$150,000
-18.9%
6,055
-4.6%
0.04%
-18.2%
Q2 2022$185,000
-43.4%
6,346
-31.3%
0.06%
-31.2%
Q1 2022$327,000
-19.5%
9,243
-15.3%
0.08%
-18.4%
Q4 2021$406,000
-10.8%
10,917
-11.2%
0.10%
-16.2%
Q3 2021$455,000
-8.8%
12,292
-5.8%
0.12%
-8.6%
Q2 2021$499,000
-29.0%
13,053
-32.8%
0.13%
-35.0%
Q1 2021$703,000
+1.3%
19,4270.0%0.20%
+4.2%
Q4 2020$694,00019,4270.19%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Horizons Wealth Management 15,753$394,5360.29%
Schoolcraft Capital LLC 8,917$223,3380.06%
Equitable Holdings, Inc. 141,144$3,535,0500.05%
Freedom Investment Management, Inc. 16,369$409,9780.05%
CARDIFF PARK ADVISORS, LLC 11,171$279,7890.04%
SOA Wealth Advisors, LLC. 3,747$93,8520.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,004$400,8320.02%
Front Row Advisors LLC 581$14,7150.01%
Rathbones Group PLC 30,972$775,7150.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,495$37,4430.00%
View complete list of ISHARES TR shareholders