Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 153 filers reported holding ISHARES TR in Q2 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 2022$902,000
-6.4%
34,836
-6.4%
0.02%
-5.3%
Q2 2022$964,000
-18.8%
37,215
-18.7%
0.02%
-9.5%
Q1 2022$1,187,000
+1.3%
45,779
+1.8%
0.02%
+5.0%
Q4 2021$1,172,000
+2.7%
44,957
+3.2%
0.02%
-4.8%
Q3 2021$1,141,000
-9.6%
43,572
-9.3%
0.02%
-8.7%
Q2 2021$1,262,000
+6.5%
48,058
+6.8%
0.02%0.0%
Q1 2021$1,185,000
+3.7%
45,012
+3.8%
0.02%0.0%
Q4 2020$1,143,000
+9.0%
43,356
+9.6%
0.02%
-4.2%
Q3 2020$1,049,000
+23.3%
39,576
+22.9%
0.02%
+20.0%
Q2 2020$851,000
+18.7%
32,193
+16.8%
0.02%
+5.3%
Q1 2020$717,000
+9.0%
27,562
+9.6%
0.02%
+35.7%
Q4 2019$658,000
+1.2%
25,149
+1.1%
0.01%0.0%
Q3 2019$650,000
+52.6%
24,870
+52.3%
0.01%
+55.6%
Q2 2019$426,000
+9.0%
16,325
+8.2%
0.01%0.0%
Q1 2019$391,000
+7.4%
15,081
+6.0%
0.01%0.0%
Q4 2018$364,000
+10.3%
14,221
+9.6%
0.01%
+28.6%
Q3 2018$330,000
+7.5%
12,972
+8.0%
0.01%0.0%
Q2 2018$307,000
+11.6%
12,013
+11.6%
0.01%
+16.7%
Q1 2018$275,000
+25.0%
10,765
+25.6%
0.01%
+20.0%
Q4 2017$220,0008,5740.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 213,809$5,546,0001.44%
Fusion Family Wealth LLC 199,246$5,168,0001.43%
MANAGED ACCOUNT SERVICES INC 61,326$1,587,0000.89%
Paulson Wealth Management Inc. 31,732$823,0000.62%
Ferris Capital, LLC 63,169$1,639,0000.60%
Fieldpoint Private Securities, LLC 54,850$1,423,0000.59%
AllSquare Wealth Management LLC 29,290$760,0000.57%
LEAVELL INVESTMENT MANAGEMENT, INC. 181,970$4,720,0000.53%
Guidance Point Advisors, LLC 33,149$859,0000.51%
Roof Eidam Maycock Peralta, LLC 45,575$1,182,0000.47%
View complete list of ISHARES TR shareholders