VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 559 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.

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 Q2 2022
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders