SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,480
+11.4%
294
+15.7%
0.00%
+100.0%
Q2 2023$5,817
+4.5%
254
+6.7%
0.00%0.0%
Q1 2023$5,564
+5.6%
238
+2.6%
0.00%0.0%
Q4 2022$5,271
+31.8%
232
+7.9%
0.00%0.0%
Q3 2022$4,000
-20.0%
215
+0.9%
0.00%0.0%
Q2 2022$5,0000.0%213
-5.3%
0.00%0.0%
Q1 2022$5,0000.0%225
+11.9%
0.00%0.0%
Q4 2021$5,0000.0%201
+0.5%
0.00%0.0%
Q3 2021$5,0000.0%200
+1.0%
0.00%0.0%
Q2 2021$5,0000.0%198
+2.6%
0.00%0.0%
Q1 2021$5,000
+25.0%
193
+12.9%
0.00%0.0%
Q4 2020$4,0001710.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders