Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$934,611
-47.2%
12,761
-45.2%
0.02%
-47.2%
Q2 2023$1,770,636
-7.5%
23,279
-14.8%
0.04%
-12.2%
Q1 2023$1,914,783
+9.3%
27,331
-0.1%
0.04%
+2.5%
Q4 2022$1,751,725
+46.1%
27,349
+35.7%
0.04%
+66.7%
Q3 2022$1,199,00020,1510.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 783,407$46,628,0008.34%
Tower Wealth Partners, Inc. 125,758$8,018,0007.61%
Flagship Private Wealth, LLC 84,917$5,054,0005.22%
Drake & Associates, LLC 141,757$8,437,0004.80%
MY Wealth Management Inc. 54,212$3,227,0003.46%
Systelligence, LLC 157,467$9,372,0002.87%
USAdvisors Wealth Management, LLC 68,908$4,101,0002.10%
OneAscent Financial Services LLC 51,564$3,069,0001.22%
Barber Financial Group, Inc. 64,629$3,847,0001.12%
Bluesphere Advisors, LLC 18,485$1,100,0001.10%
View complete list of ISHARES TR shareholders