VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 142 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

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 Q2 2019
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders