Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,258,696
-0.5%
47,682
-0.4%
0.04%
-5.0%
Q1 2024$2,270,858
-1.5%
47,868
-1.2%
0.04%
-7.0%
Q4 2023$2,305,043
+0.9%
48,466
-1.6%
0.04%
-8.5%
Q3 2023$2,283,612
+10.8%
49,237
+11.5%
0.05%
+11.9%
Q2 2023$2,060,322
-3.1%
44,175
-2.0%
0.04%
-8.7%
Q1 2023$2,126,030
-9.0%
45,086
-10.3%
0.05%
-14.8%
Q4 2022$2,335,375
+841.7%
50,288
+835.1%
0.05%
+980.0%
Q3 2022$248,000
-2.7%
5,3780.0%0.01%0.0%
Q2 2022$255,000
-50.1%
5,378
-49.0%
0.01%
-44.4%
Q1 2022$511,00010,5410.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lee Financial Co 216,759$10,896,0003.52%
STERLING INVESTMENT ADVISORS LLC /ADV 62,606$3,147,0002.68%
Providence First Trust Co 50,289$2,528,0002.16%
NORTHSTAR INVESTMENT ADVISORS LLC 119,445$8,896,0001.74%
Horan Securities, Inc. 31,233$1,567,0001.54%
Rehmann Capital Advisory Group 149,870$7,534,0001.36%
PHILLIPS FINANCIAL MANAGEMENT, LLC 122,014$6,134,0001.34%
Destination Wealth Management 345,413$17,364,0001.11%
Citizens Business Bank 120,935$6,079,0001.02%
NORTHWEST INVESTMENT COUNSELORS, LLC 41,553$2,089,0000.90%
View complete list of ISHARES TR shareholders