VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 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$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 Q4 2021
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders