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 ↓
First National Bank of Hutchinson 847,196$19,147,0009.67%
Independence Wealth Advisors, Inc. 327,116$7,393,0008.89%
Camarda Financial Advisors, LLC 38,798$877,0004.43%
Round Table Services, LLC 466,457$10,542,0004.39%
MONETA GROUP INVESTMENT ADVISORS LLC 1,704,912$38,531,0004.01%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$20,295,0002.94%
Murphy, Middleton, Hinkle & Parker, Inc. 120,447$2,722,0002.40%
Wealth Advisors of Tampa Bay, LLC 94,088$2,126,0002.38%
ACCURATE INVESTMENT SOLUTIONS, INC. 125,502$2,836,0002.30%
AGILIS PARTNERS LLC 105,028$2,374,0002.26%
View complete list of ISHARES TR shareholders