Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 144 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2022
NameSharesValueWeighting ↓
Roof Eidam Maycock Peralta, LLC 40,835$1,015,0000.46%
Fieldpoint Private Securities, LLC 34,000$845,0000.32%
ETF Portfolio Partners, Inc. 20,455$508,0000.31%
IFG Advisory, LLC 61,522$1,501,0000.28%
Asset Dedication, LLC 26,951$670,0000.25%
Paulson Wealth Management Inc. 11,169$275,0000.25%
Carnegie Investment Counsel 101,134$2,491,0000.20%
WRAPMANAGER INC 22,384$556,0000.18%
Ausdal Financial Partners, Inc. 24,356$605,0000.17%
Lee Financial Co 25,994$646,0000.16%
View complete list of ISHARES TR shareholders