SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,169
-3.6%
2700.0%0.00%0.0%
Q2 2023$9,515
+0.8%
2700.0%0.00%0.0%
Q1 2023$9,439
+4.0%
2700.0%0.00%0.0%
Q4 2022$9,075
+13.4%
2700.0%0.00%0.0%
Q3 2022$8,000
-11.1%
2700.0%0.00%
-33.3%
Q2 2022$9,000
-10.0%
2700.0%0.00%
+50.0%
Q1 2022$10,0000.0%2700.0%0.00%0.0%
Q4 2021$10,0000.0%2700.0%0.00%
-33.3%
Q3 2021$10,0000.0%2700.0%0.00%0.0%
Q2 2021$10,0000.0%2700.0%0.00%0.0%
Q1 2021$10,0000.0%2700.0%0.00%0.0%
Q4 2020$10,0002700.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders