SOA Wealth Advisors, LLC. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 253 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2024$6,363
+4.7%
233
+3.6%
0.00%0.0%
Q1 2024$6,075
+17.6%
225
+9.2%
0.00%0.0%
Q4 2023$5,164
-24.9%
206
-12.7%
0.00%
-50.0%
Q3 2023$6,879
+12.7%
236
+0.4%
0.00%
+100.0%
Q2 2023$6,105
+7.0%
235
+11.4%
0.00%0.0%
Q1 2023$5,703
+2.2%
211
+6.6%
0.00%
-50.0%
Q4 2022$5,582
-7.0%
198
+8.8%
0.00%0.0%
Q3 2022$6,000
-14.3%
182
+1.1%
0.00%0.0%
Q2 2022$7,0000.0%180
-6.2%
0.00%0.0%
Q1 2022$7,000
+16.7%
192
-2.0%
0.00%
+100.0%
Q4 2021$6,0000.0%196
+9.5%
0.00%
-50.0%
Q3 2021$6,0000.0%179
-4.3%
0.00%0.0%
Q2 2021$6,000
+20.0%
1870.0%0.00%
+100.0%
Q1 2021$5,0000.0%1870.0%0.00%0.0%
Q4 2020$5,0001870.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
PALLADIEM, LLC 230,452$9,230,0008.16%
TRUE Private Wealth Advisors 1,279,513$54,635,0007.69%
Turim 21 Investimentos Ltda. 422,009$16,895,0007.35%
Northwest Capital Management Inc 349,623$14,002,0006.59%
MCMORGAN & CO LLC 625,341$25,045,0005.43%
Scarborough Advisors, LLC 402,955$16,138,0005.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 341,520$13,678,0004.85%
Evolution Wealth Advisors, LLC 582,509$23,329,0004.79%
Buttonwood Financial Group, LLC 154,483$6,192,0004.60%
Bull Oak Capital, LLC 125,824$5,039,0004.13%
View complete list of ISHARES U S ETF TR shareholders