Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,237,969
+14.2%
48,500
+14.1%
0.03%
+18.2%
Q2 2023$1,083,648
+22.0%
42,513
+21.7%
0.02%
+15.8%
Q1 2023$888,465
-3.1%
34,938
-3.4%
0.02%
-9.5%
Q4 2022$917,294
+5.2%
36,185
+4.8%
0.02%
+16.7%
Q3 2022$872,000
-4.7%
34,540
-3.8%
0.02%0.0%
Q2 2022$915,000
-19.0%
35,891
-19.1%
0.02%
-10.0%
Q1 2022$1,130,000
+0.1%
44,364
+1.8%
0.02%
+5.3%
Q4 2021$1,129,000
+21.1%
43,571
+21.6%
0.02%
+11.8%
Q3 2021$932,000
-12.1%
35,841
-11.7%
0.02%
-10.5%
Q2 2021$1,060,000
+7.5%
40,604
+7.8%
0.02%0.0%
Q1 2021$986,000
+4.7%
37,677
+4.7%
0.02%0.0%
Q4 2020$942,000
+11.3%
35,972
+11.7%
0.02%0.0%
Q3 2020$846,000
+30.4%
32,199
+30.3%
0.02%
+26.7%
Q2 2020$649,000
+32.2%
24,719
+29.2%
0.02%
+15.4%
Q1 2020$491,000
+14.5%
19,127
+15.0%
0.01%
+44.4%
Q4 2019$429,000
+1.7%
16,633
+1.4%
0.01%0.0%
Q3 2019$422,000
+37.9%
16,401
+33.6%
0.01%
+28.6%
Q2 2018$306,000
+11.7%
12,277
+11.7%
0.01%
+16.7%
Q1 2018$274,00010,9890.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 110,227$2,782,0002.54%
Virginia National Bank 28,835$728,0002.32%
Praetorian Wealth Management, Inc. 199,766$5,042,0001.89%
SONATA CAPITAL GROUP INC 124,535$3,143,0001.73%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 96,841$2,447,0001.21%
Resonant Capital Advisors, LLC 309,091$7,801,0001.19%
SENTINEL PENSION ADVISORS INC 116,899$2,951,0001.03%
LEAVELL INVESTMENT MANAGEMENT, INC. 417,408$10,535,0000.84%
Gateway Advisory, LLC 116,651$2,944,0000.73%
W.H. Cornerstone Investments Inc. 26,341$665,0000.70%
View complete list of ISHARES TR shareholders