SOA Wealth Advisors, LLC. - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 139 filers reported holding ISHARES TR in Q4 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$165,789
-6.3%
2,9040.0%0.04%0.0%
Q2 2023$176,883
+2.2%
2,9040.0%0.04%
-4.7%
Q1 2023$173,049
+32.1%
2,904
+20.3%
0.04%
+22.9%
Q4 2022$131,008
+309.4%
2,414
+251.4%
0.04%
+250.0%
Q3 2022$32,000
+28.0%
687
+41.9%
0.01%
+42.9%
Q2 2022$25,0004840.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 41,710$2,263,6022.44%
Financial Connections Group, Inc. 54,158$2,9392.32%
One Wealth Advisors, LLC 62,663$3,400,7210.78%
Walkner Condon Financial Advisors LLC 43,451$2,358,2680.70%
Klaas Financial Asset Advisors, LLC 43,955$2,385,4380.59%
Parkside Advisors LLC 28,757$1,560,6540.55%
VERITY Wealth Advisors 9,386$509,3780.50%
FLOW TRADERS U.S. LLC 139,717$7,5820.38%
Wade Financial Advisory, Inc 15,455$838,7430.38%
Goodwin Investment Advisory 8,913$483,7090.34%
View complete list of ISHARES TR shareholders