VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

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ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

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Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4
-20.0%
250.0%0.00%0.0%
Q2 2023$5
+25.0%
250.0%0.00%0.0%
Q1 2023$4
+33.3%
250.0%0.00%0.0%
Q4 2022$3
-99.9%
250.0%0.00%0.0%
Q3 2022$3,000
-82.4%
25
-80.0%
0.00%
-75.0%
Q2 2022$17,000
-10.5%
1250.0%0.00%0.0%
Q1 2022$19,000
-5.0%
1250.0%0.00%0.0%
Q4 2021$20,000
+11.1%
1250.0%0.00%
+33.3%
Q3 2021$18,0000.0%1250.0%0.00%0.0%
Q2 2021$18,0000.0%1250.0%0.00%
-25.0%
Q1 2021$18,000
+12.5%
1250.0%0.00%
+33.3%
Q4 2020$16,000
+14.3%
1250.0%0.00%0.0%
Q3 2020$14,0000.0%1250.0%0.00%0.0%
Q2 2020$14,000
+16.7%
1250.0%0.00%0.0%
Q1 2020$12,000
-25.0%
1250.0%0.00%
-25.0%
Q4 2019$16,000
+6.7%
1250.0%0.00%0.0%
Q3 2019$15,0000.0%1250.0%0.00%0.0%
Q2 2019$15,000
+7.1%
1250.0%0.00%0.0%
Q1 2019$14,000
+7.7%
1250.0%0.00%0.0%
Q4 2018$13,000–125–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 416,733$63,243,40123.53%
LPWM LLC 249,212$37,820,40518.18%
Foundation Wealth Management, LLC 106,963$16,232,67816.71%
Halpern Financial, Inc. 272,735$41,390,26914.88%
MMA ASSET MANAGEMENT LLC 124,393$18,877,87213.50%
Praetorian Wealth Management, Inc. 253,861$38,525,94512.52%
Powell Investment Advisors, LLC 145,268$22,045,87012.27%
FINANCIAL LIFE ADVISORS 175,008$26,559,18911.42%
Frank, Rimerman Advisors LLC 269,955$40,968,37111.32%
INSTRUMENTAL WEALTH, LLC 54,666$8,253,51810.90%
View complete list of ISHARES TR shareholders