VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders