Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,946,878
+1.8%
18,834
+5.0%
0.04%
+2.6%
Q2 2023$1,912,734
+36.8%
17,936
+24.9%
0.04%
+30.0%
Q1 2023$1,397,804
+7.9%
14,364
-0.2%
0.03%0.0%
Q4 2022$1,295,345
+31.5%
14,398
+24.0%
0.03%
+50.0%
Q3 2022$985,000
-23.6%
11,607
-19.2%
0.02%
-20.0%
Q2 2022$1,290,000
-60.3%
14,362
-52.2%
0.02%
-56.1%
Q1 2022$3,249,000
-5.3%
30,058
-0.2%
0.06%
-3.4%
Q4 2021$3,432,000
+9.5%
30,118
-1.0%
0.06%
+3.5%
Q3 2021$3,135,000
+40.9%
30,424
+40.6%
0.06%
+39.0%
Q2 2021$2,225,000
+33.6%
21,645
+23.1%
0.04%
+28.1%
Q1 2021$1,666,000
-39.7%
17,588
-42.5%
0.03%
-42.9%
Q4 2020$2,761,000
-37.3%
30,580
-43.6%
0.06%
-44.0%
Q3 2020$4,402,00054,2170.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
TOMPKINS FINANCIAL CORP 646,950$74,457,4759.02%
Anchor Investment Management, LLC 3,519$405,0020.05%
MASSMUTUAL TRUST CO FSB/ADV 767$88,2740.00%
View complete list of ISHARES TR shareholders