VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$560
-16.0%
11,540
-2.2%
0.10%
-12.5%
Q2 2023$667
-1.6%
11,794
-0.6%
0.11%
-5.9%
Q1 2023$678
+8.3%
11,869
+2.5%
0.12%
+6.2%
Q4 2022$626
-99.9%
11,576
-5.3%
0.11%
-10.4%
Q3 2022$602,000
-12.2%
12,218
-7.8%
0.12%
-13.8%
Q2 2022$686,000
-41.7%
13,254
-31.3%
0.14%
-35.6%
Q1 2022$1,177,000
-55.9%
19,306
-52.3%
0.22%
-54.3%
Q4 2021$2,668,000
+2.0%
40,516
-2.8%
0.49%
+4.0%
Q3 2021$2,616,000
+11.4%
41,663
+540.6%
0.47%
+10.3%
Q2 2021$2,348,000
+21.2%
6,504
+10.9%
0.43%
+13.5%
Q1 2021$1,937,000
+61.4%
5,863
+59.9%
0.38%
+50.0%
Q4 2020$1,200,000
+95.1%
3,667
+78.5%
0.25%
+78.7%
Q3 2020$615,000
+48.2%
2,054
+31.0%
0.14%
+46.9%
Q2 2020$415,000
+21.0%
1,568
+3.0%
0.10%
+1.1%
Q1 2020$343,000
-0.6%
1,522
+16.5%
0.10%
+10.5%
Q4 2019$345,000
+30.2%
1,306
+21.9%
0.09%
+17.8%
Q3 2019$265,000
+44.8%
1,071
+40.7%
0.07%
+46.0%
Q2 2019$183,000
+30.7%
761
+26.0%
0.05%
+25.0%
Q1 2019$140,000
+723.5%
604
+627.7%
0.04%
+566.7%
Q4 2018$17,000830.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders