VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. 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 Q2 2021
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders