VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 136 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$23,000
-28.1%
1630.0%0.01%
-25.0%
Q4 2019$32,000
+6.7%
1630.0%0.01%0.0%
Q3 2019$30,000
-3.2%
1630.0%0.01%
-11.1%
Q2 2019$31,000
-11.4%
163
-13.8%
0.01%
-10.0%
Q1 2019$35,000
+12.9%
1890.0%0.01%0.0%
Q4 2018$31,000
-20.5%
1890.0%0.01%
-28.6%
Q3 2018$39,000
+11.4%
1890.0%0.01%
+7.7%
Q2 2018$35,0000.0%1890.0%0.01%0.0%
Q1 2018$35,000
-2.8%
1890.0%0.01%0.0%
Q4 2017$36,000
+111.8%
189
+98.9%
0.01%
+116.7%
Q3 2017$17,000
+6.2%
950.0%0.01%0.0%
Q2 2017$16,000
-38.5%
95
-40.3%
0.01%
-40.0%
Q1 2017$26,000
+36.8%
159
+34.7%
0.01%
+11.1%
Q4 2016$19,000
-5.0%
118
-18.6%
0.01%
-25.0%
Q3 2015$20,000
-4.8%
1450.0%0.01%0.0%
Q2 2015$21,000
-8.7%
1450.0%0.01%
-14.3%
Q1 2015$23,0001450.01%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders