VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$353
-6.4%
3,9620.0%0.06%
-1.6%
Q2 2023$377
+3.6%
3,9620.0%0.06%
-1.6%
Q1 2023$364
-5.2%
3,9620.0%0.06%
-7.2%
Q4 2022$384
-99.9%
3,9620.0%0.07%
-5.5%
Q3 2022$351,000
-1.1%
3,9620.0%0.07%
-2.7%
Q2 2022$355,000
-12.6%
3,9620.0%0.08%
-3.8%
Q1 2022$406,000
-1.9%
3,9620.0%0.08%
+2.6%
Q4 2021$414,000
+3.8%
3,9620.0%0.08%
+5.6%
Q3 2021$399,000
-4.5%
3,9620.0%0.07%
-5.3%
Q2 2021$418,000
+4.8%
3,9620.0%0.08%
-2.6%
Q1 2021$399,000
+23.9%
3,9620.0%0.08%
+14.7%
Q4 2020$322,000
+32.5%
3,962
+100.0%
0.07%
+21.4%
Q3 2020$243,000
+2.1%
1,9810.0%0.06%
+1.8%
Q2 2020$238,000
+20.2%
1,9810.0%0.06%0.0%
Q1 2020$198,000
-37.9%
1,9810.0%0.06%
-31.2%
Q4 2019$319,000
+7.0%
1,9810.0%0.08%
-2.4%
Q3 2019$298,000
+1.4%
1,9810.0%0.08%
+1.2%
Q2 2019$294,000
+0.7%
1,9810.0%0.08%
-3.6%
Q1 2019$292,000
+11.9%
1,9810.0%0.08%
-1.2%
Q4 2018$261,000
-21.1%
1,9810.0%0.08%
-26.1%
Q3 2018$331,000
+2.5%
1,9810.0%0.12%
-6.5%
Q2 2018$323,000
+8.0%
1,9810.0%0.12%
+10.8%
Q1 2018$299,000
-1.6%
1,9810.0%0.11%
+4.7%
Q4 2017$304,000
+3.4%
1,9810.0%0.11%
+6.0%
Q3 2017$294,000
+6.1%
1,9810.0%0.10%0.0%
Q2 2017$277,000
+0.7%
1,9810.0%0.10%
-4.8%
Q1 2017$275,000
-0.7%
1,9810.0%0.10%
-17.3%
Q4 2016$277,000
+83.4%
1,981
+63.7%
0.13%
+62.8%
Q3 2016$151,000
+7.1%
1,2100.0%0.08%
+6.8%
Q2 2016$141,000
+2.9%
1,2100.0%0.07%0.0%
Q1 2016$137,000
+3.8%
1,210
-1.1%
0.07%
-6.4%
Q4 2015$132,000
+3.1%
1,2240.0%0.08%0.0%
Q3 2015$128,000
-11.1%
1,2240.0%0.08%
-3.7%
Q2 2015$144,000
-1.4%
1,2240.0%0.08%
-5.8%
Q1 2015$146,000
+8.1%
1,224
+1.2%
0.09%
-15.7%
Q4 2014$135,0001,2100.10%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders