Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 130 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 2021$1,152,000
-9.9%
45,053
-9.6%
0.02%
-8.7%
Q2 2021$1,278,000
+6.4%
49,850
+6.7%
0.02%0.0%
Q1 2021$1,201,000
+3.6%
46,709
+3.9%
0.02%
-4.2%
Q4 2020$1,159,000
+8.7%
44,973
+9.3%
0.02%0.0%
Q3 2020$1,066,000
+29.2%
41,148
+29.4%
0.02%
+26.3%
Q2 2020$825,000
+19.7%
31,794
+17.7%
0.02%
+5.6%
Q1 2020$689,000
+9.0%
27,024
+10.1%
0.02%
+28.6%
Q4 2019$632,000
+1.1%
24,548
+1.2%
0.01%0.0%
Q3 2019$625,000
+29.7%
24,246
+29.7%
0.01%
+27.3%
Q2 2019$482,000
+7.8%
18,690
+7.3%
0.01%
+10.0%
Q1 2019$447,000
+4.9%
17,416
+4.0%
0.01%0.0%
Q4 2018$426,000
+1.9%
16,750
+1.4%
0.01%
+11.1%
Q3 2018$418,000
-8.1%
16,526
-7.7%
0.01%
-10.0%
Q2 2018$455,000
+7.6%
17,898
+7.4%
0.01%
+11.1%
Q1 2018$423,000
+11.6%
16,664
+11.8%
0.01%
+12.5%
Q4 2017$379,00014,9060.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 200,236$5,194,0001.52%
Praetorian Wealth Management, Inc. 84,114$2,182,0001.07%
Paulson Wealth Management Inc. 55,827$1,448,0001.01%
Stonebridge Capital Advisors LLC 191,689$4,972,0000.92%
SENTINEL PENSION ADVISORS INC 82,210$2,133,0000.89%
Wealthquest Corp 129,888$3,369,0000.86%
SONATA CAPITAL GROUP INC 47,800$1,240,0000.79%
Fieldpoint Private Securities, LLC 85,360$2,214,0000.75%
LEAVELL INVESTMENT MANAGEMENT, INC. 289,894$7,520,0000.73%
Ferris Capital, LLC 67,719$1,757,0000.62%
View complete list of ISHARES TR shareholders