VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 395 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$669
-3.6%
1,960
-2.1%
0.12%0.0%
Q2 2023$694
+15.1%
2,003
-0.8%
0.12%
+10.4%
Q1 2023$603
+16.9%
2,020
+2.9%
0.11%
+14.0%
Q4 2022$516
-99.9%
1,963
-5.8%
0.09%
-16.2%
Q3 2022$532,000
-17.4%
2,083
-7.2%
0.11%
-18.4%
Q2 2022$644,000
-36.4%
2,244
-23.5%
0.14%
-29.9%
Q1 2022$1,012,000
-59.4%
2,933
-53.2%
0.19%
-57.8%
Q4 2021$2,491,000
-3.6%
6,265
-3.2%
0.46%
-1.7%
Q3 2021$2,584,000
+9.2%
6,473
+6.7%
0.47%
+8.3%
Q2 2021$2,367,000
+27.3%
6,068
+11.4%
0.43%
+19.0%
Q1 2021$1,859,000
+53.0%
5,446
+58.7%
0.36%
+42.4%
Q4 2020$1,215,000
+104.2%
3,431
+79.4%
0.26%
+87.5%
Q3 2020$595,000
+44.4%
1,913
+31.9%
0.14%
+43.2%
Q2 2020$412,000
+1861.9%
1,450
+1379.6%
0.10%
+1483.3%
Q1 2020$21,000
-8.7%
980.0%0.01%0.0%
Q4 2019$23,000
+9.5%
980.0%0.01%0.0%
Q3 2019$21,000980.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders