VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$139
-33.5%
5,476
-33.6%
0.02%
-31.4%
Q2 2023$209
+0.5%
8,2460.0%0.04%
-5.4%
Q1 2023$208
+1.0%
8,2460.0%0.04%0.0%
Q4 2022$206
-99.9%
8,246
-19.5%
0.04%
-30.2%
Q3 2022$255,000
+34.2%
10,242
+35.0%
0.05%
+32.5%
Q2 2022$190,000
-82.1%
7,586
-81.9%
0.04%
-80.3%
Q1 2022$1,062,000
-3.7%
42,019
-2.2%
0.20%
-0.5%
Q4 2021$1,103,000
-28.9%
42,979
-28.0%
0.20%
-27.4%
Q3 2021$1,552,000
-17.2%
59,710
-17.0%
0.28%
-17.8%
Q2 2021$1,875,000
-1.6%
71,901
-1.3%
0.34%
-8.1%
Q1 2021$1,905,000
+3710.0%
72,862
+3718.8%
0.37%
+3620.0%
Q4 2020$50,0001,9080.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
RVW Wealth, LLC 832,543$21,313,0005.07%
TLWM 376,368$9,649,0004.96%
Guidant Wealth Advisors 313,545$8,027,0002.98%
Day & Ennis, LLC 219,208$5,612,0002.89%
Gateway Advisory, LLC 283,347$7,254,0002.46%
Murphy, Middleton, Hinkle & Parker, Inc. 123,962$3,173,0002.25%
Sound View Wealth Advisors Group, LLC 253,203$6,482,0001.93%
Signature Wealth Management Group 108,939$2,789,0001.85%
Motley Fool Wealth Management, LLC 960,443$24,587,0001.62%
Camelot Portfolios, LLC 120,976$3,097,0001.46%
View complete list of ISHARES TR shareholders