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 ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders