VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12
+1100.0%
533
+905.7%
0.00%
Q4 2022$1
-99.9%
53
+140.9%
0.00%
Q4 2021$1,0000.0%220.0%0.00%
Q3 2021$1,0000.0%220.0%0.00%
Q2 2021$1,0000.0%220.0%0.00%
Q1 2021$1,0000.0%220.0%0.00%
Q4 2020$1,000
-50.0%
22
-63.3%
0.00%
Q2 2020$2,000600.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders