VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$6,000
-14.3%
1000.0%0.00%0.0%
Q1 2022$7,0000.0%1000.0%0.00%0.0%
Q4 2021$7,0000.0%1000.0%0.00%0.0%
Q3 2021$7,0000.0%1000.0%0.00%0.0%
Q2 2021$7,0000.0%1000.0%0.00%0.0%
Q1 2021$7,000
+16.7%
1000.0%0.00%0.0%
Q4 2020$6,0000.0%1000.0%0.00%0.0%
Q3 2020$6,000
+20.0%
1000.0%0.00%0.0%
Q2 2020$5,0000.0%1000.0%0.00%0.0%
Q1 2020$5,000
-16.7%
1000.0%0.00%
-50.0%
Q4 2019$6,000
+20.0%
1000.0%0.00%
+100.0%
Q3 2019$5,000
-16.7%
1000.0%0.00%
-50.0%
Q2 2019$6,000
+20.0%
1000.0%0.00%
+100.0%
Q1 2019$5,0000.0%1000.0%0.00%
-50.0%
Q4 2018$5,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders