VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 140 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20
-9.1%
1060.0%0.00%
-25.0%
Q2 2023$220.0%1060.0%0.00%0.0%
Q1 2023$22
+4.8%
1060.0%0.00%0.0%
Q4 2022$21
-99.9%
1060.0%0.00%0.0%
Q3 2022$20,000
-4.8%
1060.0%0.00%0.0%
Q2 2022$21,0000.0%1060.0%0.00%0.0%
Q1 2022$21,0000.0%1060.0%0.00%0.0%
Q4 2021$21,000
+10.5%
1060.0%0.00%
+33.3%
Q3 2021$19,0000.0%1060.0%0.00%0.0%
Q2 2021$19,0000.0%1060.0%0.00%
-25.0%
Q1 2021$19,000
+5.6%
1060.0%0.00%0.0%
Q4 2020$18,000
+12.5%
1060.0%0.00%0.0%
Q3 2020$16,000
+14.3%
1060.0%0.00%
+33.3%
Q2 2020$14,000
+27.3%
1060.0%0.00%0.0%
Q1 2020$11,0001060.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders