Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$304,385
-4.9%
3,0170.0%0.01%
-14.3%
Q2 2023$319,923
+5.8%
3,017
-0.0%
0.01%0.0%
Q1 2023$302,269
+4.0%
3,018
+0.2%
0.01%0.0%
Q4 2022$290,648
+4.9%
3,013
-8.8%
0.01%
+16.7%
Q3 2022$277,000
-4.8%
3,303
+0.2%
0.01%0.0%
Q2 2022$291,000
-16.1%
3,297
+0.1%
0.01%0.0%
Q1 2022$347,000
-6.5%
3,293
+0.1%
0.01%0.0%
Q4 2021$371,000
+4.5%
3,289
-0.7%
0.01%0.0%
Q3 2021$355,000
-3.5%
3,311
+0.1%
0.01%
-14.3%
Q2 2021$368,000
+5.4%
3,307
+0.1%
0.01%0.0%
Q1 2021$349,000
+8.7%
3,304
+0.1%
0.01%0.0%
Q4 2020$321,000
+16.3%
3,301
+100.3%
0.01%
+16.7%
Q3 2020$276,000
+11.3%
1,648
+0.1%
0.01%0.0%
Q2 2020$248,000
+21.6%
1,646
+0.1%
0.01%
+20.0%
Q1 2020$204,000
-39.1%
1,644
-17.8%
0.01%
-28.6%
Q4 2019$335,000
+2.8%
2,000
-2.5%
0.01%0.0%
Q3 2019$326,000
+0.6%
2,052
+0.1%
0.01%0.0%
Q2 2019$324,000
+4.2%
2,050
+0.1%
0.01%0.0%
Q1 2019$311,000
+18.3%
2,047
+0.1%
0.01%
+16.7%
Q4 2018$263,000
+11.4%
2,044
+35.2%
0.01%
+20.0%
Q3 2018$236,000
+8.8%
1,5120.0%0.01%0.0%
Q2 2018$217,000
-3.6%
1,512
-2.6%
0.01%0.0%
Q1 2018$225,000
-3.0%
1,552
-1.3%
0.01%0.0%
Q4 2017$232,0001,5720.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders