VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$109
-2.7%
1,1020.0%0.02%0.0%
Q2 2023$112
-1.8%
1,1020.0%0.02%
-5.0%
Q1 2023$114
-1.7%
1,1020.0%0.02%
-4.8%
Q4 2022$116
-99.9%
1,102
-0.5%
0.02%
-4.5%
Q3 2022$107,000
-4.5%
1,1070.0%0.02%
-8.3%
Q2 2022$112,000
+1300.0%
1,107
+1395.9%
0.02%
+1100.0%
Q1 2022$8,000
+14.3%
740.0%0.00%
+100.0%
Q4 2021$7,0000.0%740.0%0.00%0.0%
Q3 2021$7,0000.0%740.0%0.00%0.0%
Q2 2021$7,0000.0%740.0%0.00%0.0%
Q1 2021$7,000
+16.7%
740.0%0.00%0.0%
Q4 2020$6,000740.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders