Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 90 filers reported holding ISHARES TR in Q3 2022. 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$896,907
+11.8%
36,151
+13.5%
0.02%
+18.8%
Q2 2023$801,932
+26.1%
31,848
+27.9%
0.02%
+14.3%
Q1 2023$635,725
+0.4%
24,901
-0.9%
0.01%
-6.7%
Q4 2022$633,166
+53.3%
25,116
+49.7%
0.02%
+87.5%
Q3 2022$413,000
-12.3%
16,782
-9.7%
0.01%
-11.1%
Q2 2022$471,000
-10.6%
18,595
-9.9%
0.01%0.0%
Q1 2022$527,000
-6.7%
20,645
-1.7%
0.01%
-10.0%
Q4 2021$565,000
+2.0%
21,007
+2.0%
0.01%0.0%
Q3 2021$554,000
+4.9%
20,596
+5.3%
0.01%0.0%
Q2 2021$528,000
+17.1%
19,560
+16.3%
0.01%
+11.1%
Q1 2021$451,000
+22.2%
16,819
+23.3%
0.01%
+12.5%
Q4 2020$369,00013,6380.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
FORVIS Wealth Advisors, LLC 8,000$205,0000.02%
CENTRAL TRUST Co 4,650$119,0000.01%
Asset Dedication, LLC 63$2,0000.00%
JANE STREET GROUP, LLC 11,406$292,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
JPMORGAN CHASE & CO 14,000$359,0000.00%
WELLS FARGO & COMPANY/MN 1,879$48,0000.00%
View complete list of ISHARES TR shareholders