SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 115 filers reported holding ISHARES TR in Q2 2021. 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$96,495
-6.4%
2,6370.0%0.02%0.0%
Q2 2023$103,061
+5.2%
2,637
+0.4%
0.02%0.0%
Q1 2023$98,006
+3.4%
2,626
+0.5%
0.02%
-7.7%
Q4 2022$94,770
+14.2%
2,614
+1.4%
0.03%
+4.0%
Q3 2022$83,000
-4.6%
2,5790.0%0.02%
-3.8%
Q2 2022$87,000
-13.0%
2,579
+0.3%
0.03%
+8.3%
Q1 2022$100,000
+3.1%
2,572
+0.4%
0.02%
+4.3%
Q4 2021$97,000
+12.8%
2,561
+1.2%
0.02%
+4.5%
Q3 2021$86,000
-3.4%
2,5300.0%0.02%
-4.3%
Q2 2021$89,000
-11.9%
2,530
-13.9%
0.02%
-17.9%
Q1 2021$101,000
+8.6%
2,9380.0%0.03%
+12.0%
Q4 2020$93,0002,9380.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders