VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 184 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10.0%170.0%0.00%
Q2 2023$10.0%170.0%0.00%
Q1 2023$1170.0%0.00%
Q4 2022$0
-100.0%
170.0%0.00%
Q3 2022$1,0000.0%170.0%0.00%
Q2 2022$1,0000.0%170.0%0.00%
Q1 2022$1,0000.0%170.0%0.00%
Q4 2021$1,000170.0%0.00%
Q3 2021$0170.0%0.00%
Q2 2021$0
-100.0%
17
-96.6%
0.00%
-100.0%
Q4 2019$16,000
-89.0%
505
-88.9%
0.00%
-90.0%
Q3 2019$145,000
-7.6%
4,5610.0%0.04%
-7.0%
Q2 2019$157,000
-4.3%
4,5610.0%0.04%
-8.5%
Q1 2019$164,000
+7.2%
4,561
-7.0%
0.05%
-6.0%
Q4 2018$153,000
+3725.0%
4,902
+4802.0%
0.05%
+4900.0%
Q3 2018$4,0000.0%1000.0%0.00%
-50.0%
Q2 2018$4,0000.0%1000.0%0.00%
+100.0%
Q1 2018$4,0000.0%1000.0%0.00%0.0%
Q4 2017$4,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
AMG National Trust Bank 663,754$24,845,0001.72%
Summit X, LLC 65,331$2,444,0001.62%
INVESTMENT PARTNERS, LTD. 25,850$968,0000.83%
Brookstone Capital Management 184,159$6,893,0000.62%
Archford Capital Strategies, LLC 40,133$1,502,0000.56%
TWO SIGMA SECURITIES, LLC 152,914$5,724,0000.52%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 93,873$3,514,0000.42%
Conservest Capital Advisors, Inc. 54,154$2,027,0000.32%
United Asset Strategies, Inc. 12,950$485,0000.28%
Stonebridge Capital Advisors LLC 26,709$1,000,0000.25%
View complete list of ISHARES TR shareholders