SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,600
-3.5%
8900.0%0.01%
+20.0%
Q2 2023$23,428
-11.8%
890
-7.9%
0.01%
-28.6%
Q1 2023$26,562
+1.9%
966
+0.6%
0.01%0.0%
Q4 2022$26,062
+30.3%
960
+3.7%
0.01%
+16.7%
Q3 2022$20,000
-20.0%
9260.0%0.01%
-14.3%
Q2 2022$25,000
-67.1%
926
-61.7%
0.01%
-63.2%
Q1 2022$76,000
+1.3%
2,416
+0.4%
0.02%
+5.6%
Q4 2021$75,000
+4.2%
2,407
+1.0%
0.02%0.0%
Q3 2021$72,000
-6.5%
2,3830.0%0.02%
-10.0%
Q2 2021$77,000
+4.1%
2,383
+0.7%
0.02%
-4.8%
Q1 2021$74,000
-67.0%
2,367
-67.8%
0.02%
-65.6%
Q4 2020$224,0007,3520.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders