Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 233 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$361,000
+8.1%
7,315
+11.9%
0.01%0.0%
Q4 2021$334,000
+6.0%
6,535
+7.2%
0.01%0.0%
Q3 2021$315,000
-0.3%
6,0940.0%0.01%0.0%
Q2 2021$316,000
+11.3%
6,094
+11.0%
0.01%
+20.0%
Q1 2021$284,0005,4900.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 2,170,462$104,171,33411.59%
Pensionmark Financial Group, LLC 752,903$36,135,5957.16%
Probity Advisors, Inc. 594,531$28,534,5246.58%
Wiser Wealth Management, Inc 292,044$14,016,6455.70%
INTEGRAL INVESTMENT ADVISORS, INC. 132,897$6,378,4024.46%
GREENUP STREET WEALTH MANAGEMENT LLC 248,563$11,929,7893.90%
River Wealth Advisors LLC 354,876$17,032,2603.05%
Global Wealth Management Investment Advisory, Inc. 223,687$10,735,8573.01%
Coombe, Bender & Co LLC 75,947$3,645,0772.74%
DecisionPoint Financial, LLC 103,399$4,962,6362.60%
View complete list of ISHARES TR shareholders