Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,316,817
-3.4%
4,876
+0.2%
0.03%
-3.6%
Q2 2023$1,363,662
+3.8%
4,866
+1.1%
0.03%0.0%
Q1 2023$1,313,767
-3.6%
4,811
+0.2%
0.03%
-9.7%
Q4 2022$1,362,236
+22.2%
4,802
+8.9%
0.03%
+40.9%
Q3 2022$1,115,000
-9.8%
4,409
-4.1%
0.02%
-8.3%
Q2 2022$1,236,000
+2.5%
4,596
+10.0%
0.02%
+14.3%
Q1 2022$1,206,000
-4.8%
4,177
-1.0%
0.02%
-4.5%
Q4 2021$1,267,000
+5.1%
4,220
-3.4%
0.02%0.0%
Q3 2021$1,206,000
-1.8%
4,369
-2.9%
0.02%0.0%
Q2 2021$1,228,000
+11.4%
4,501
+3.1%
0.02%
+4.8%
Q1 2021$1,102,000
+2.0%
4,365
-0.6%
0.02%
-4.5%
Q4 2020$1,080,000
+5.8%
4,392
-2.2%
0.02%
-4.3%
Q3 2020$1,021,000
+6.6%
4,492
+1.1%
0.02%0.0%
Q2 2020$958,000
+16.0%
4,441
+1.0%
0.02%
+4.5%
Q1 2020$826,000
-17.2%
4,398
-4.9%
0.02%0.0%
Q4 2019$998,000
+6.2%
4,625
-7.0%
0.02%
+4.8%
Q3 2019$940,000
-5.0%
4,974
-1.8%
0.02%
-4.5%
Q2 2019$989,000
-7.0%
5,067
-7.7%
0.02%
-8.3%
Q1 2019$1,063,000
+7.2%
5,487
-0.0%
0.02%0.0%
Q4 2018$992,000
-17.5%
5,489
-7.4%
0.02%
-7.7%
Q3 2018$1,202,000
+7.4%
5,926
-5.6%
0.03%
+4.0%
Q2 2018$1,119,000
-3.1%
6,279
-6.1%
0.02%0.0%
Q1 2018$1,155,000
-9.0%
6,689
-8.1%
0.02%
-7.4%
Q4 2017$1,269,0007,2810.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders