SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,037
-1.8%
180.0%0.00%
Q2 2023$2,075
-2.0%
180.0%0.00%
-100.0%
Q1 2023$2,118
+2.4%
180.0%0.00%0.0%
Q4 2022$2,068
+3.4%
180.0%0.00%0.0%
Q3 2022$2,0000.0%180.0%0.00%0.0%
Q2 2022$2,0000.0%180.0%0.00%
Q1 2022$2,0000.0%180.0%0.00%
Q4 2021$2,0000.0%180.0%0.00%
-100.0%
Q3 2021$2,0000.0%180.0%0.00%0.0%
Q2 2021$2,0000.0%180.0%0.00%0.0%
Q1 2021$2,000
-33.3%
18
-37.9%
0.00%0.0%
Q4 2020$3,000290.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders