Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$257,787
-8.4%
5,897
-4.7%
0.01%
-16.7%
Q2 2023$281,505
-8.1%
6,191
-6.8%
0.01%
-14.3%
Q1 2023$306,436
+21.1%
6,640
+17.9%
0.01%
+16.7%
Q4 2022$252,956
+0.8%
5,630
-0.3%
0.01%
+20.0%
Q3 2022$251,0005,6470.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Williams Financial, LLC 552,421$25,494,23019.90%
ZRC WEALTH MANAGEMENT, LLC 376,827$17,390,57715.92%
Stone House Investment Management, LLC 924,482$42,664,83414.42%
High Falls Advisors, Inc 1,005,368$46,397,73413.81%
MCMORGAN & CO LLC 1,339,996$61,840,81812.73%
ONE Advisory Partners, LLC 468,953$21,642,19412.73%
Keystone Financial Services 463,902$21,409,08011.47%
Copperleaf Capital, LLC 245,381$11,324,32911.26%
TNF LLC 455,197$21,052,8719.47%
JB Capital LLC 2,203,547$101,693,7379.28%
View complete list of ISHARES TR shareholders