VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 148 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 2023$314
-0.6%
13,464
+0.1%
0.06%
+3.8%
Q2 2023$316
-0.9%
13,455
+0.0%
0.05%
-5.4%
Q1 2023$319
+0.6%
13,450
+0.1%
0.06%
-1.8%
Q4 2022$317
-99.1%
13,442
+816.9%
0.06%
+714.3%
Q3 2022$34,000
-2.9%
1,466
+0.5%
0.01%0.0%
Q2 2022$35,000
+45.8%
1,458
+52.0%
0.01%
+40.0%
Q1 2022$24,000
-4.0%
959
+0.3%
0.01%0.0%
Q4 2021$25,000
-83.3%
956
-82.7%
0.01%
-83.9%
Q4 2020$150,000
+1.4%
5,5170.0%0.03%
-8.8%
Q3 2020$148,0005,5170.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 203,764$5,522,0004.23%
CAPITAL ADVISORS INC/OK 3,025,649$82,000,0002.92%
BRANDYWINE OAK PRIVATE WEALTH LLC 540,662$14,652,0002.23%
Signature Wealth Management Group 120,309$3,261,0002.06%
Gateway Advisory, LLC 286,959$7,777,0001.69%
SIGMA INVESTMENT COUNSELORS INC 698,661$18,935,0001.63%
Peloton Wealth Strategists 106,200$2,878,0001.43%
Praetorian Wealth Management, Inc. 103,858$2,814,0001.08%
Capital Investment Advisors, LLC 563,066$15,260,0000.64%
WRAPMANAGER INC 76,735$2,080,0000.61%
View complete list of ISHARES TR shareholders