SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 135 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,813
-17.5%
125
-18.8%
0.00%0.0%
Q2 2023$5,832
-56.1%
154
-57.9%
0.00%
-66.7%
Q1 2023$13,292
+10.1%
3660.0%0.00%0.0%
Q4 2022$12,075
-36.4%
366
-37.2%
0.00%
-50.0%
Q3 2022$19,000
-5.0%
5830.0%0.01%0.0%
Q2 2022$20,000
-16.7%
583
+0.2%
0.01%0.0%
Q1 2022$24,000
+20.0%
582
+26.5%
0.01%
+20.0%
Q4 2021$20,000
+5.3%
460
+0.2%
0.01%0.0%
Q3 2021$19,0004590.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 39,400$1,338,024,0001.75%
AMARILLO NATIONAL BANK 139,884$4,750,0001.10%
Trinity Legacy Partners, LLC 71,267$2,420,0001.03%
LVM CAPITAL MANAGEMENT LTD/MI 175,990$5,977,0000.92%
Sierra Capital LLC 117,113$3,977,0000.74%
ALTERNA WEALTH MANAGEMENT, INC 18,339$623,0000.74%
WealthOne, LLC 36,987$1,256,0000.54%
Purus Wealth Management, LLC 16,748$569,0000.52%
Wharton Business Group, LLC 209,516$7,115,0000.48%
RETIREMENT CAPITAL STRATEGIES 26,900$914,0000.42%
View complete list of ISHARES TR shareholders