VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 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 Q4 2021
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 169,197$7,402,3953.29%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$13,125,0003.28%
Dentgroup LLC 78,669$3,441,7772.76%
PGIM Custom Harvest LLC 1,463,918$64,046,4112.66%
Townsend & Associates, Inc 131,567$5,863,9212.35%
SPC Financial, Inc. 408,413$17,868,0692.04%
FORTE ASSET MANAGEMENT LLC 58,207$2,546,5591.68%
COTTONWOOD CAPITAL ADVISORS, LLC 34,594$1,513,5081.39%
Foundation Wealth Management, LLC 26,229$1,147,4901.18%
Ironwood Financial, llc 74,663$3,266,4890.91%
View complete list of ISHARES TR shareholders