VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 243 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10
-9.1%
2300.0%0.00%0.0%
Q2 2023$11
-8.3%
230
-9.1%
0.00%0.0%
Q1 2023$120.0%2530.0%0.00%0.0%
Q4 2022$12
-99.9%
2530.0%0.00%0.0%
Q3 2022$11,000
-8.3%
2530.0%0.00%
-33.3%
Q2 2022$12,000
-7.7%
2530.0%0.00%
+50.0%
Q1 2022$13,0000.0%253
-7.0%
0.00%0.0%
Q4 2021$13,000
-35.0%
272
-38.3%
0.00%
-50.0%
Q3 2021$20,000
-4.8%
441
-4.1%
0.00%0.0%
Q2 2021$21,0000.0%4600.0%0.00%0.0%
Q1 2021$21,0000.0%460
-6.1%
0.00%0.0%
Q4 2020$21,000
+5.0%
490
-4.7%
0.00%
-20.0%
Q3 2020$20,0000.0%514
-2.7%
0.01%0.0%
Q2 2020$20,000
-48.7%
528
-53.2%
0.01%
-54.5%
Q1 2020$39,000
-39.1%
1,129
-15.6%
0.01%
-31.2%
Q4 2019$64,000
+1.6%
1,337
-2.0%
0.02%
-5.9%
Q3 2019$63,000
-7.4%
1,364
-7.4%
0.02%
-10.5%
Q2 2019$68,000
-12.8%
1,473
-15.1%
0.02%
-13.6%
Q1 2019$78,000
+8.3%
1,736
-4.8%
0.02%
-4.3%
Q4 2018$72,000
-16.3%
1,824
-11.1%
0.02%
-23.3%
Q3 2018$86,000
-10.4%
2,052
-8.1%
0.03%
-18.9%
Q2 2018$96,000
-31.9%
2,233
-32.1%
0.04%
-28.8%
Q1 2018$141,000
-14.0%
3,289
-9.2%
0.05%
-8.8%
Q4 2017$164,000
-3.0%
3,624
-2.9%
0.06%
-1.7%
Q3 2017$169,0000.0%3,734
-2.8%
0.06%
-4.9%
Q2 2017$169,000
-5.6%
3,840
-9.2%
0.06%
-10.3%
Q1 2017$179,000
-27.8%
4,227
-33.5%
0.07%
-40.4%
Q4 2016$248,000
-10.5%
6,352
-4.6%
0.11%
-20.3%
Q3 2016$277,000
-3.1%
6,656
-5.9%
0.14%
-4.0%
Q2 2016$286,000
-6.8%
7,077
-10.0%
0.15%
-9.7%
Q1 2016$307,000
-10.2%
7,860
-17.4%
0.16%
-17.9%
Q4 2015$342,000
-55.5%
9,513
-53.3%
0.20%
-56.8%
Q3 2015$768,000
-16.7%
20,354
-10.4%
0.46%
-10.7%
Q2 2015$922,000
-4.4%
22,705
-1.4%
0.52%
-8.3%
Q1 2015$964,000
+37.9%
23,036
+28.4%
0.57%
+7.8%
Q4 2014$699,00017,9450.53%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,418,430$57,929,0258.64%
Heartland Bank & Trust Co 155,410$7,413,0575.60%
Forefront Analytics, LLC 172,832$8,244,0924.25%
Independent Order of Foresters 82,790$3,949,0832.92%
Waldron Private Wealth LLC 795,391$37,9401.85%
FORTE ASSET MANAGEMENT LLC 56,637$2,701,5651.78%
Beta Wealth Group, Inc. 50,599$2,413,6181.38%
Stelac Advisory Services LLC 63,627$3,035,0081.32%
FSM Wealth Advisors, LLC 44,100$2,103,5511.22%
First Capital Advisors Group, LLC. 63,960$3,050,9400.98%
View complete list of ISHARES TR shareholders