SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders