VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 255 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$64
-8.6%
8120.0%0.01%
-8.3%
Q2 2023$70
+14.8%
8120.0%0.01%
+9.1%
Q1 2023$61
+15.1%
8120.0%0.01%
+10.0%
Q4 2022$53
-99.9%
8120.0%0.01%
+11.1%
Q3 2022$44,000
-4.3%
8120.0%0.01%
-10.0%
Q2 2022$46,000
-4.2%
8120.0%0.01%
+11.1%
Q1 2022$48,000
-28.4%
8120.0%0.01%
-25.0%
Q4 2021$67,000
+24.1%
8120.0%0.01%
+20.0%
Q3 2021$54,000
-3.6%
8120.0%0.01%0.0%
Q2 2021$56,000
+1.8%
8120.0%0.01%
-9.1%
Q1 2021$55,000
+22.2%
8120.0%0.01%
+22.2%
Q4 2020$45,000
-2.2%
8120.0%0.01%
-18.2%
Q3 2020$46,000
+27.8%
8120.0%0.01%
+37.5%
Q2 2020$36,000
-64.4%
812
-76.8%
0.01%
-71.4%
Q1 2020$101,000
+71.2%
3,500
+163.4%
0.03%
+86.7%
Q4 2019$59,000
+1.7%
1,3290.0%0.02%
-6.2%
Q3 2019$58,000
+190.0%
1,329
+157.1%
0.02%
+220.0%
Q2 2019$20,000
-72.6%
517
-74.9%
0.01%
-76.2%
Q1 2019$73,000
+508.3%
2,061
+638.7%
0.02%
+425.0%
Q4 2017$12,000
+20.0%
2790.0%0.00%
+33.3%
Q3 2017$10,000
+11.1%
2790.0%0.00%0.0%
Q2 2017$9,0000.0%2790.0%0.00%0.0%
Q1 2017$9,000
+12.5%
2790.0%0.00%
-25.0%
Q4 2016$8,0000.0%2790.0%0.00%0.0%
Q3 2016$8,0000.0%2790.0%0.00%0.0%
Q2 2016$8,0000.0%2790.0%0.00%0.0%
Q1 2016$8,0000.0%2790.0%0.00%
-20.0%
Q4 2015$8,000
+14.3%
2790.0%0.01%
+25.0%
Q3 2015$7,000
-12.5%
2790.0%0.00%
-20.0%
Q2 2015$8,0000.0%2790.0%0.01%0.0%
Q1 2015$8,0002790.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders