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 1,103 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.

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Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$130
-1.5%
715
+0.6%
0.02%
-5.0%
Q1 2024$132
+7.3%
711
+0.4%
0.02%0.0%
Q4 2023$123
+2975.0%
708
+2732.0%
0.02%
+1900.0%
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 Q4 2022
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders