VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. 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$346
-26.4%
7,458
-26.0%
0.06%
-24.1%
Q2 2023$470
-21.5%
10,073
-20.7%
0.08%
-24.8%
Q1 2023$599
-10.9%
12,709
-11.3%
0.10%
-13.2%
Q4 2022$672
-99.9%
14,322
-10.4%
0.12%
-20.9%
Q3 2022$733,000
-22.3%
15,985
-19.7%
0.15%
-23.1%
Q2 2022$943,000
-9.1%
19,905
-7.0%
0.20%0.0%
Q1 2022$1,037,000
-10.4%
21,397
-6.7%
0.20%
-6.6%
Q4 2021$1,157,000
-21.9%
22,943
-20.9%
0.21%
-20.5%
Q3 2021$1,482,000
-1.4%
29,017
-1.0%
0.27%
-2.2%
Q2 2021$1,503,000
-14.7%
29,309
-14.7%
0.27%
-20.3%
Q1 2021$1,761,000
-13.7%
34,340
-13.1%
0.34%
-19.6%
Q4 2020$2,040,000
-13.7%
39,504
-13.8%
0.43%
-20.9%
Q3 2020$2,364,000
-10.1%
45,853
-10.3%
0.54%
-10.7%
Q2 2020$2,630,000
+1.8%
51,107
-0.1%
0.61%
-15.1%
Q1 2020$2,583,000
+5.1%
51,143
+4.9%
0.71%
+16.1%
Q4 2019$2,458,000
+62.6%
48,776
+62.8%
0.62%
+48.2%
Q3 2019$1,512,000
+350.0%
29,955
+349.3%
0.42%
+351.1%
Q2 2019$336,0006,6670.09%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders