VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$3,0000.0%1080.0%0.00%0.0%
Q1 2021$3,0000.0%1080.0%0.00%0.0%
Q4 2020$3,000
-62.5%
108
-60.1%
0.00%
-66.7%
Q4 2018$8,0002710.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders