SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders