VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.

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 Q2 2021
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders