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 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q3 2021
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders