Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 432 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 9.98 and the average weighting 0.4%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$2,073,000
+64.9%
10,567
+51.2%
0.04%
+58.3%
Q1 2021$1,257,000
-51.0%
6,991
-53.2%
0.02%
-53.8%
Q4 2020$2,566,000
-39.9%
14,950
-45.5%
0.05%
-46.4%
Q3 2020$4,270,00027,4210.10%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 999,248$91,101,00035.73%
Pictet North America Advisors SA 875,633$79,831,00018.64%
Covenant Multifamily Offices, LLC 261,769$23,865,00016.88%
MML INVESTORS SERVICES, LLC 133,982$12,215,00011.33%
Oakworth Capital, Inc. 266,021$24,253,00010.09%
New Harbor Financial Group, LLC 69,831$6,366,0009.42%
Relative Value Partners Group, LLC 748,532$68,244,0008.37%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 116,244$10,598,0007.11%
SFMG, LLC 302,506$27,579,0006.28%
SCS Capital Management LLC 1,419,146$129,384,0005.79%
View complete list of ISHARES TR shareholders