VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q2 2022. 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 2022$99,000
-23.3%
3,953
-23.3%
0.02%
-22.2%
Q2 2022$129,000
-88.8%
5,154
-88.8%
0.03%
-87.8%
Q1 2022$1,153,000
-10.1%
46,029
-9.8%
0.22%
-6.8%
Q4 2021$1,282,000
-16.4%
51,003
-15.8%
0.24%
-14.7%
Q3 2021$1,534,000
-17.4%
60,569
-17.1%
0.28%
-18.0%
Q2 2021$1,857,000
-3.1%
73,095
-2.9%
0.34%
-9.6%
Q1 2021$1,917,000
+2456.0%
75,309
+2480.8%
0.38%
+2243.8%
Q4 2020$75,000
+200.0%
2,918
+202.4%
0.02%
+166.7%
Q3 2020$25,0000.0%9650.0%0.01%0.0%
Q2 2020$25,000
+4.2%
9650.0%0.01%
-14.3%
Q1 2020$24,0000.0%9650.0%0.01%
+16.7%
Q4 2019$24,0000.0%9650.0%0.01%
-14.3%
Q3 2019$24,0000.0%9650.0%0.01%0.0%
Q2 2019$24,0000.0%9650.0%0.01%0.0%
Q1 2019$24,000
+4.3%
9650.0%0.01%0.0%
Q4 2018$23,0000.0%9650.0%0.01%
-12.5%
Q3 2018$23,0000.0%9650.0%0.01%
-11.1%
Q2 2018$23,000
-4.2%
9650.0%0.01%0.0%
Q1 2018$24,0000.0%9650.0%0.01%
+12.5%
Q4 2017$24,0000.0%9650.0%0.01%0.0%
Q3 2017$24,0000.0%9650.0%0.01%
-11.1%
Q2 2017$24,0000.0%9650.0%0.01%0.0%
Q1 2017$24,0000.0%9650.0%0.01%
-18.2%
Q4 2016$24,0009650.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 3,404,125$87,043,0003.99%
Tillar-Wenstrup Advisors, LLC 252,808$6,464,0003.35%
PFG Private Wealth Management, LLC 165,915$4,242,0003.25%
MV CAPITAL MANAGEMENT, INC. 605,722$15,488,0002.94%
RVW Wealth, LLC 744,575$19,000,0002.79%
AlphaMark Advisors, LLC 280,119$7,163,0002.74%
Day & Ennis, LLC 251,194$6,423,0002.55%
Cribstone Capital Management, LLC 144,078$3,684,0002.52%
Matthew Goff Investment Advisor, LLC 286,673$7,330,0002.18%
SONATA CAPITAL GROUP INC 170,029$4,348,0002.15%
View complete list of ISHARES TR shareholders