VALLEY NATIONAL ADVISERS INC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$7,202
+5.2%
144,354
+4.9%
1.26%
+9.4%
Q2 2023$6,845
+3.4%
137,664
+3.2%
1.15%
-1.3%
Q1 2023$6,623
-2.1%
133,416
-2.6%
1.16%
-4.0%
Q4 2022$6,762
-99.8%
136,941
+79.3%
1.21%
+55.1%
Q3 2022$3,752,000
+43.9%
76,377
+44.1%
0.78%
+42.2%
Q2 2022$2,607,000
-16.3%
52,992
-15.7%
0.55%
-7.9%
Q1 2022$3,116,000
+4.5%
62,867
+5.3%
0.60%
+8.5%
Q4 2021$2,981,000
-0.5%
59,689
-0.1%
0.55%
+1.5%
Q3 2021$2,995,000
+10.1%
59,728
+10.2%
0.54%
+9.1%
Q2 2021$2,720,000
+20.5%
54,218
+20.5%
0.50%
+12.7%
Q1 2021$2,258,000
+60.6%
44,980
+60.4%
0.44%
+49.5%
Q4 2020$1,406,000
+35050.0%
28,034
+32123.0%
0.30%
+29400.0%
Q3 2020$4,0000.0%870.0%0.00%0.0%
Q2 2020$4,0000.0%870.0%0.00%0.0%
Q1 2020$4,000
-75.0%
87
-73.4%
0.00%
-75.0%
Q4 2019$16,0000.0%3270.0%0.00%0.0%
Q3 2019$16,0003270.00%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders