Valmark Advisers, Inc. - ISHARES TR ownership

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ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$200,572
-15.4%
7,909
-15.1%
0.00%
-20.0%
Q2 2023$237,092
+2.7%
9,3160.0%0.01%0.0%
Q1 2023$230,944
-1.7%
9,316
-8.1%
0.01%0.0%
Q4 2022$234,897–10,138–0.01%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders