Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 421 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$207,807
-15.2%
1,961
-6.6%
0.00%
-20.0%
Q2 2023$245,007
-46.4%
2,100
-47.1%
0.01%
-50.0%
Q1 2023$456,738
+2.2%
3,969
-0.7%
0.01%0.0%
Q4 2022$447,086
+27.7%
3,997
+4.1%
0.01%
+42.9%
Q3 2022$350,000
-12.1%
3,839
-4.3%
0.01%
-12.5%
Q2 2022$398,000
-30.2%
4,012
-22.0%
0.01%
-20.0%
Q1 2022$570,000
+3.1%
5,145
-4.4%
0.01%0.0%
Q4 2021$553,000
+0.7%
5,383
+2.1%
0.01%0.0%
Q3 2021$549,000
-15.5%
5,270
-11.2%
0.01%
-16.7%
Q2 2021$650,000
-50.7%
5,937
-53.1%
0.01%
-52.0%
Q1 2021$1,319,000
+21.1%
12,665
+10.1%
0.02%
+13.6%
Q4 2020$1,089,000
+20.3%
11,498
+101.3%
0.02%
+4.8%
Q3 2020$905,000
-6.2%
5,712
-2.5%
0.02%
-8.7%
Q2 2020$965,000
+9.4%
5,858
-4.5%
0.02%0.0%
Q1 2020$882,000
-33.3%
6,131
+2.9%
0.02%
-20.7%
Q4 2019$1,323,000
+0.6%
5,956
+1.7%
0.03%0.0%
Q3 2019$1,315,000
+7.8%
5,854
+2.8%
0.03%
+7.4%
Q2 2019$1,220,000
+15.7%
5,697
+7.8%
0.03%
+17.4%
Q1 2019$1,054,000
+20.7%
5,283
+4.6%
0.02%
+9.5%
Q4 2018$873,000
-22.3%
5,052
-2.6%
0.02%
-16.0%
Q3 2018$1,123,000
+14.2%
5,187
+1.6%
0.02%
+13.6%
Q2 2018$983,000
+70.1%
5,106
+75.0%
0.02%
+69.2%
Q1 2018$578,0002,9180.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 73,176$9,662,8785.56%
Cadent Capital Advisors, LLC 98,743$13,038,9855.20%
PARAGON FINANCIAL PARTNERS, INC. 30,134$3,979,1633.10%
HERBST GROUP, LLC 37,133$4,903,3512.98%
MRA Advisory Group 34,502$4,555,9962.60%
FOCUS Wealth Advisors, LLC 37,716$4,980,3982.56%
MinichMacGregor Wealth Management, LLC 77,589$10,245,7292.50%
5th Street Advisors, LLC 36,323$4,796,3982.50%
Bluesphere Advisors, LLC 36,737$4,851,1162.47%
WealthCare Investment Partners, LLC 36,539$4,824,9532.24%
View complete list of ISHARES TR shareholders