Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 66 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
Q2 2024$1,092,362
+9.5%
43,677
+10.2%
0.02%
+11.8%
Q1 2024$997,323
+22.1%
39,623
+23.3%
0.02%
+13.3%
Q4 2023$817,029
+63.0%
32,148
+57.0%
0.02%
+50.0%
Q3 2023$501,154
-8.6%
20,472
-6.4%
0.01%
-9.1%
Q2 2023$548,208
+23.7%
21,871
+25.6%
0.01%
+10.0%
Q1 2023$443,310
+4.2%
17,412
+2.7%
0.01%0.0%
Q4 2022$425,303
+3.2%
16,961
+0.5%
0.01%
+25.0%
Q3 2022$412,000
-12.5%
16,881
-9.8%
0.01%
-11.1%
Q2 2022$471,000
-9.2%
18,722
-8.2%
0.01%0.0%
Q1 2022$519,000
-7.7%
20,397
-1.9%
0.01%
-10.0%
Q4 2021$562,00020,7880.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 126,851$3,426,0001.16%
Prism Advisors, Inc. 44,715$1,208,0000.43%
CGN Advisors LLC 33,212$897,0000.29%
Peloton Wealth Strategists 12,000$324,0000.13%
CHILDRESS CAPITAL ADVISORS, LLC 9,700$261,0000.11%
WRAPMANAGER INC 12,741$344,0000.09%
CONFLUENCE INVESTMENT MANAGEMENT LLC 198,622$5,365,0000.08%
Sound View Wealth Advisors Group, LLC 12,500$338,0000.07%
Archford Capital Strategies, LLC 10,686$289,0000.07%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 49,090$1,326,0000.05%
View complete list of ISHARES TR shareholders