VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 618 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$637
+2.2%
5,205
+6.1%
0.11%
+5.7%
Q2 2023$623
-9.7%
4,905
-5.5%
0.10%
-13.2%
Q1 2023$690
-1.7%
5,189
-1.1%
0.12%
-4.0%
Q4 2022$702
-99.9%
5,246
-4.0%
0.13%
-10.0%
Q3 2022$671,000
+26.6%
5,465
+29.6%
0.14%
+25.0%
Q2 2022$530,000
-3.5%
4,2160.0%0.11%
+6.7%
Q1 2022$549,000
-18.9%
4,216
-5.0%
0.10%
-16.0%
Q4 2021$677,000
-10.0%
4,436
-4.6%
0.12%
-8.1%
Q3 2021$752,000
-3.0%
4,652
-1.8%
0.14%
-3.5%
Q2 2021$775,000
+11.7%
4,736
+2.7%
0.14%
+3.7%
Q1 2021$694,000
-4.5%
4,611
-3.9%
0.14%
-10.5%
Q4 2020$727,000
+6.6%
4,800
-4.6%
0.15%
-2.6%
Q3 2020$682,000
-7.2%
5,034
-6.4%
0.16%
-7.7%
Q2 2020$735,000
+33.2%
5,376
+5.0%
0.17%
+10.5%
Q1 2020$552,000
-12.7%
5,122
-2.3%
0.15%
-3.2%
Q4 2019$632,000
+18.4%
5,244
-2.2%
0.16%
+8.2%
Q3 2019$534,000
-18.2%
5,364
-10.4%
0.15%
-18.9%
Q2 2019$653,000
-8.4%
5,984
-6.1%
0.18%
-11.8%
Q1 2019$713,000
+5.2%
6,375
-9.4%
0.20%
-7.3%
Q4 2018$678,000
-16.0%
7,036
+6.3%
0.22%
-21.4%
Q3 2018$807,000
+10.2%
6,617
-0.7%
0.28%
+0.4%
Q2 2018$732,000
+2.7%
6,662
-0.2%
0.28%
+5.3%
Q1 2018$713,0000.0%6,6770.0%0.26%
+6.9%
Q4 2017$713,000
+3.9%
6,677
+224.8%
0.25%
+6.0%
Q3 2017$686,000
+6.2%
2,056
-1.3%
0.23%
+0.9%
Q2 2017$646,0000.0%2,083
-5.4%
0.23%
-5.7%
Q1 2017$646,000
-10.0%
2,201
-18.6%
0.25%
-25.5%
Q4 2016$718,000
-20.1%
2,705
-12.9%
0.33%
-28.9%
Q3 2016$899,000
+9.2%
3,106
-2.9%
0.46%
+8.4%
Q2 2016$823,000
-13.1%
3,198
-11.9%
0.43%
-15.7%
Q1 2016$947,000
-9.9%
3,632
+16.9%
0.51%
-17.9%
Q4 2015$1,051,000
+17.4%
3,107
+5.4%
0.62%
+14.2%
Q3 2015$895,000
-14.1%
2,949
+4.4%
0.54%
-8.0%
Q2 2015$1,042,000
-33.4%
2,825
-38.0%
0.59%
-36.1%
Q1 2015$1,565,000
+107.3%
4,556
+37.1%
0.92%
+62.0%
Q4 2014$755,0003,3230.57%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Atom Investors LP 78,501$10,139,1895.52%
Bronte Capital Management Pty Ltd. 302,076$39,016,1364.53%
Michelson Medical Research Foundation, Inc. 43,395$5,604,8984.40%
Hackensack Meridian Health, Inc. 228,000$29,448,4804.26%
DAFNA Capital Management LLC 102,500$13,238,9003.97%
Richmond Brothers, Inc. 16,724$2,159,8563.64%
Alpha Family Trust 34,549$4,462,3493.53%
HANSEATIC MANAGEMENT SERVICES INC 11,897$1,5373.46%
PURSUE WEALTH PARTNERS LLC 37,789$4,880,8273.33%
Rye Brook Capital LLC 40,100$5,1793.17%
View complete list of ISHARES TR shareholders