VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1
-50.0%
100.0%0.00%
Q2 2023$2
+100.0%
100.0%0.00%
Q1 2023$10.0%100.0%0.00%
Q4 2022$1
-100.0%
10
-99.7%
0.00%
-100.0%
Q4 2021$341,000
+227.9%
3,313
+232.3%
0.06%
+231.6%
Q3 2021$104,000
+3366.7%
997
+3337.9%
0.02%
+1800.0%
Q2 2021$3,0000.0%290.0%0.00%0.0%
Q1 2021$3,000
-93.9%
29
-94.4%
0.00%
-90.0%
Q4 2020$49,000
+276.9%
514
+542.5%
0.01%
+233.3%
Q3 2020$13,0000.0%800.0%0.00%0.0%
Q2 2020$13,000
+8.3%
800.0%0.00%0.0%
Q1 2020$12,000
-33.3%
800.0%0.00%
-40.0%
Q4 2019$18,0000.0%800.0%0.01%0.0%
Q3 2019$18,000
+5.9%
800.0%0.01%0.0%
Q2 2019$17,000
-89.9%
80
-90.5%
0.01%
-89.6%
Q1 2019$168,000
+15.1%
8420.0%0.05%
+2.1%
Q4 2018$146,000
-19.8%
8420.0%0.05%
-25.4%
Q3 2018$182,000
+46.8%
842
+30.3%
0.06%
+34.0%
Q2 2018$124,000
+53.1%
646
+57.2%
0.05%
+56.7%
Q1 2018$81,000
+3950.0%
411
+3061.5%
0.03%
+2900.0%
Q3 2017$2,000130.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders