VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 164 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$4060.0%16,642
+0.1%
0.07%
+4.4%
Q2 2023$406
-0.5%
16,621
+0.1%
0.07%
-5.6%
Q1 2023$408
+0.5%
16,608
+0.1%
0.07%
-1.4%
Q4 2022$406
-99.8%
16,590
+51.6%
0.07%
+32.7%
Q3 2022$263,000
-0.4%
10,944
+2.6%
0.06%
-1.8%
Q2 2022$264,000
+30.7%
10,663
+33.1%
0.06%
+43.6%
Q1 2022$202,000
-4.3%
8,012
+0.1%
0.04%0.0%
Q4 2021$211,000
+11.6%
8,002
+13.7%
0.04%
+14.7%
Q3 2021$189,000
-0.5%
7,040
+0.2%
0.03%
-2.9%
Q2 2021$190,000
+1.1%
7,027
+0.2%
0.04%
-5.4%
Q1 2021$188,000
-31.6%
7,014
-30.1%
0.04%
-36.2%
Q4 2020$275,000
+85.8%
10,041
+84.0%
0.06%
+70.6%
Q3 2020$148,0005,4570.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
TLWM 319,416$8,265,0004.25%
Gateway Advisory, LLC 282,327$7,307,0002.48%
CAPITAL ADVISORS INC/OK 1,772,633$45,397,0002.24%
Signature Wealth Management Group 112,353$2,908,0001.92%
Motley Fool Wealth Management, LLC 975,507$25,246,0001.67%
Day & Ennis, LLC 117,665$3,045,0001.57%
Capital Investment Advisors, LLC 1,065,165$27,566,0001.44%
Aptus Capital Advisors, LLC 811,145$20,935,0001.17%
SIGMA INVESTMENT COUNSELORS INC 374,538$9,693,0001.10%
Ranch Capital Advisors Inc. 36,679$949,0001.02%
View complete list of ISHARES TR shareholders