VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 726 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.15 and the average weighting 1.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$14,000
+7.7%
490.0%0.00%
+50.0%
Q3 2021$13,0000.0%490.0%0.00%0.0%
Q2 2021$13,000
-23.5%
49
-44.9%
0.00%
-60.0%
Q3 2019$17,000
-67.9%
89
-74.9%
0.01%
-82.1%
Q2 2016$53,000
+3.9%
3550.0%0.03%
+3.7%
Q1 2016$51,000
+4.1%
3550.0%0.03%
-6.9%
Q4 2015$49,000
+2.1%
3550.0%0.03%0.0%
Q3 2015$48,000
-9.4%
3550.0%0.03%
-3.3%
Q2 2015$53,000
-1.9%
3550.0%0.03%
-6.2%
Q1 2015$54,000
+12.5%
3550.0%0.03%
-11.1%
Q4 2014$48,0003550.04%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 800,218$142,295,00058.78%
Leonard Rickey Investment Advisors P.L.L.C. 243,400$43,281,00028.17%
HBC Financial Services, PLLC 158,955$29,111,00026.14%
LVZ, Inc. 492,760$87,623,00019.62%
FFT WEALTH MANAGEMENT LLC 364,583$64,830,00019.50%
Affiance Financial, LLC 183,510$32,632,00017.74%
ARKANSAS FINANCIAL GROUP, INC. 312,588$55,584,00017.53%
Millburn Ridgefield Corp 1,450,610$257,947,00017.12%
New England Professional Planning Group Inc. 109,770$21,337,00016.48%
TRUEFG, LLC 117,752$20,939,00015.80%
View complete list of ISHARES TR shareholders