VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 481 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.57 and the average weighting 0.5%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$135
-4.3%
1,8680.0%0.02%0.0%
Q2 2023$141
+5.2%
1,8680.0%0.02%0.0%
Q1 2023$134
+2.3%
1,8680.0%0.02%
+4.3%
Q4 2022$131
-99.9%
1,8680.0%0.02%
-11.5%
Q3 2022$125,000
+1.6%
1,8680.0%0.03%0.0%
Q2 2022$123,000
-14.6%
1,8680.0%0.03%
-7.1%
Q1 2022$144,000
-9.4%
1,8680.0%0.03%
-3.4%
Q4 2021$159,000
+7.4%
1,8680.0%0.03%
+7.4%
Q3 2021$148,000
-2.0%
1,8680.0%0.03%
-3.6%
Q2 2021$151,000
+3.4%
1,8680.0%0.03%
-3.4%
Q1 2021$146,000
+8.1%
1,8680.0%0.03%
+3.6%
Q4 2020$135,000
+20.5%
1,868
+300.0%
0.03%
+7.7%
Q3 2020$112,000
+6.7%
4670.0%0.03%
+8.3%
Q2 2020$105,000
+26.5%
4670.0%0.02%
+4.3%
Q1 2020$83,000
-25.2%
4670.0%0.02%
-17.9%
Q4 2019$111,000
+7.8%
467
+1.5%
0.03%0.0%
Q3 2019$103,000
-1.0%
4600.0%0.03%
-3.4%
Q2 2019$104,000
+3.0%
4600.0%0.03%0.0%
Q1 2019$101,000
+14.8%
4600.0%0.03%0.0%
Q4 2018$88,000
-17.8%
4600.0%0.03%
-21.6%
Q3 2018$107,000
+0.9%
460
-2.1%
0.04%
-7.5%
Q2 2018$106,000
+2.9%
4700.0%0.04%
+5.3%
Q1 2018$103,000
+4.0%
470
+2.2%
0.04%
+11.8%
Q4 2017$99,000
+6.5%
4600.0%0.03%
+6.2%
Q3 2017$93,000
+3.3%
4600.0%0.03%0.0%
Q2 2017$90,000
+2.3%
4600.0%0.03%
-3.0%
Q1 2017$88,000
+4.8%
4600.0%0.03%
-15.4%
Q4 2016$84,000
+5.0%
4600.0%0.04%
-4.9%
Q3 2016$80,000
+2.6%
4600.0%0.04%0.0%
Q2 2016$78,000
+4.0%
4600.0%0.04%
+2.5%
Q1 2016$75,000
+1.4%
4600.0%0.04%
-9.1%
Q4 2015$74,000
+2.8%
4600.0%0.04%0.0%
Q3 2015$72,000
-7.7%
4600.0%0.04%0.0%
Q2 2015$78,000
-1.3%
4600.0%0.04%
-6.4%
Q1 2015$79,000
+14.5%
4600.0%0.05%
-9.6%
Q4 2014$69,0004600.05%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders