VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$249
+5.1%
10,472
+5.9%
0.04%
+7.5%
Q2 2023$237
+134.7%
9,884
+135.1%
0.04%
+122.2%
Q1 2023$101
+83.6%
4,205
+82.7%
0.02%
+80.0%
Q4 2022$55
-99.7%
2,302
+227.5%
0.01%
+233.3%
Q3 2022$16,0007030.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Pacific Financial 665,639$15,822,2347.05%
Francis Financial, Inc. 473,616$11,257,8505.87%
LFA - Lugano Financial Advisors SA 162,090$3,852,8793.30%
Milestone Investment Advisors LLC 371,670$8,834,6012.51%
Private Ocean, LLC 766,136$18,211,0522.31%
Integris Wealth Management, LLC 251,959$5,989,0671.96%
Summit Wealth Group, LLC 85,794$2,0391.82%
Better Money Decisions, LLC 82,955$1,971,8431.74%
IMPACTfolio, LLC 95,659$2,273,8141.64%
Arlington Financial Advisors, LLC 125,721$2,988,3881.06%
View complete list of ISHARES TR shareholders