VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 319 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 110.46 and the average weighting 1.2%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$96
-5.0%
1,0440.0%0.02%0.0%
Q2 2023$101
+5.2%
1,0440.0%0.02%0.0%
Q1 2023$96
+4.3%
1,0440.0%0.02%0.0%
Q4 2022$92
-99.9%
1,0440.0%0.02%0.0%
Q3 2022$84,000
-5.6%
1,0440.0%0.02%
-10.5%
Q2 2022$89,000
-14.4%
1,0440.0%0.02%
-5.0%
Q1 2022$104,000
-5.5%
1,0440.0%0.02%0.0%
Q4 2021$110,000
+5.8%
1,0440.0%0.02%
+5.3%
Q3 2021$104,000
-1.9%
1,0440.0%0.02%0.0%
Q2 2021$106,000
+7.1%
1,0440.0%0.02%0.0%
Q1 2021$99,000
+4.2%
1,0440.0%0.02%
-5.0%
Q4 2020$95,000
+14.5%
1,0440.0%0.02%
+5.3%
Q3 2020$83,000
+7.8%
1,0440.0%0.02%
+5.6%
Q2 2020$77,000
+18.5%
1,0440.0%0.02%0.0%
Q1 2020$65,000
+3.2%
1,044
+31.5%
0.02%
+12.5%
Q4 2019$63,000
+6.8%
7940.0%0.02%0.0%
Q3 2019$59,0000.0%7940.0%0.02%0.0%
Q2 2019$59,000
+3.5%
7940.0%0.02%0.0%
Q1 2019$57,000
-30.5%
794
-37.9%
0.02%
-40.7%
Q4 2018$82,000
+39.0%
1,278
+61.0%
0.03%
+35.0%
Q3 2018$59,000
+5.4%
7940.0%0.02%
-4.8%
Q2 2018$56,000
-1.8%
7940.0%0.02%0.0%
Q1 2018$57,0000.0%7940.0%0.02%
+5.0%
Q4 2017$57,0007940.02%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders