VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 317 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$0
-100.0%
3
-94.4%
0.00%
-100.0%
Q2 2021$6,000
+20.0%
540.0%0.00%0.0%
Q1 2021$5,0000.0%540.0%0.00%0.0%
Q4 2020$5,000540.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 291,505$22,909,3785.20%
Cornerstone Planning Group LLC 141,795$11,143,7073.68%
Kades & Cheifetz LLC 60,339$4,742,0363.36%
360 Financial, Inc. 95,330$7,492,0133.31%
Florin Court Capital LLP 38,600$3,033,5743.21%
Adams Wealth Management 124,072$9,750,8242.88%
Beaumont Capital Management, LLC 44,818$3,522,2472.67%
Baron Financial Group, LLC 49,540$3,893,3492.48%
AIRE ADVISORS, LLC 123,974$9,755,0272.42%
WETZEL INVESTMENT ADVISORS, INC. 46,095$3,6232.22%
View complete list of ISHARES TR shareholders