SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,847
+0.6%
960
+1.7%
0.01%
+9.1%
Q2 2023$46,548
+4.0%
944
+3.3%
0.01%0.0%
Q1 2023$44,759
+22.3%
914
+18.9%
0.01%
+10.0%
Q4 2022$36,584
+4.5%
769
+3.4%
0.01%
-9.1%
Q3 2022$35,000
+2.9%
744
+8.3%
0.01%
+10.0%
Q2 2022$34,0000.0%687
+2.5%
0.01%
+25.0%
Q1 2022$34,000
+3.0%
670
+9.8%
0.01%0.0%
Q4 2021$33,000
+3.1%
610
+2.7%
0.01%0.0%
Q3 2021$32,0000.0%594
-0.2%
0.01%0.0%
Q2 2021$32,000
+10.3%
595
+12.7%
0.01%0.0%
Q1 2021$29,000
+3.6%
528
+2.5%
0.01%0.0%
Q4 2020$28,0005150.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 6,260,247$348,571,00019.04%
Trinity Wealth Management, LLC 164,863$9,180,00012.79%
PRUDENT INVESTORS NETWORK, INC. 236,755$13,182,0008.94%
Boston Standard Wealth Management, LLC 308,220$17,162,000,0007.75%
NYL Investors LLC 648,700$35,793,0007.64%
Certified Advisory Corp 403,402$22,461,0007.43%
DOHJ, LLC 142,740$7,978,0005.46%
Blueprint Investment Partners LLC 148,645$8,277,0005.27%
N.E.W. Advisory Services LLC 283,191$15,768,0004.91%
Allworth Financial LP 2,728,296$151,912,0004.68%
View complete list of ISHARES TR shareholders