VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 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$20
-44.4%
399
-43.0%
0.00%
-50.0%
Q2 2023$36
+20.0%
700
+16.7%
0.01%
+20.0%
Q1 2023$300.0%6000.0%0.01%0.0%
Q4 2022$30
-99.6%
600
+308.2%
0.01%
+400.0%
Q2 2021$7,0000.0%1470.0%0.00%0.0%
Q1 2021$7,0000.0%1470.0%0.00%0.0%
Q4 2020$7,0001470.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders