VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 199 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$5,0000.0%1000.0%0.00%0.0%
Q1 2022$5,000
-16.7%
1000.0%0.00%0.0%
Q4 2021$6,0000.0%1000.0%0.00%0.0%
Q3 2021$6,0000.0%1000.0%0.00%0.0%
Q2 2021$6,000
+20.0%
1000.0%0.00%0.0%
Q1 2021$5,0000.0%1000.0%0.00%0.0%
Q4 2020$5,0000.0%1000.0%0.00%0.0%
Q3 2020$5,0000.0%1000.0%0.00%0.0%
Q2 2020$5,000
+25.0%
1000.0%0.00%0.0%
Q1 2020$4,000
-20.0%
1000.0%0.00%0.0%
Q4 2019$5,0000.0%1000.0%0.00%0.0%
Q3 2019$5,0000.0%1000.0%0.00%0.0%
Q2 2019$5,000
+25.0%
1000.0%0.00%0.0%
Q1 2019$4,0000.0%1000.0%0.00%0.0%
Q4 2018$4,0001000.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 1,207,134$57,749,00013.69%
MARINO, STRAM & ASSOCIATES LLC 126,725$6,063,0003.97%
CAHILL FINANCIAL ADVISORS INC 158,130$7,565,0002.75%
Madrona Financial Services, LLC 76,543$3,662,0002.66%
NORTHWEST WEALTH MANAGEMENT, LLC 56,789$2,717,0002.49%
Aveo Capital Partners, LLC 119,002$5,693,0002.25%
Weaver Consulting Group 88,170$4,061,0002.17%
OXFORD FINANCIAL GROUP, LTD. LLC 148,794$7,118,0001.98%
RESTON WEALTH MANAGEMENT LLC 44,371$2,123,0001.70%
PATTON ALBERTSON MILLER GROUP, LLC 82,527$3,948,0001.04%
View complete list of ISHARES TR shareholders