VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 31 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$869
-6.7%
36,750
-6.6%
0.15%
-2.6%
Q2 2023$931
-6.9%
39,360
-7.2%
0.16%
-11.4%
Q1 2023$1,000
+0.5%
42,392
+0.2%
0.18%
-1.1%
Q4 2022$995
-99.9%
42,291
-29.9%
0.18%
-39.5%
Q3 2022$1,412,000
-14.9%
60,357
-14.8%
0.29%
-16.0%
Q2 2022$1,660,000
-4.8%
70,883
-3.2%
0.35%
+4.8%
Q1 2022$1,744,000
-9.3%
73,235
-7.0%
0.33%
-5.9%
Q4 2021$1,923,000
-1.1%
78,789
-0.0%
0.36%
+0.9%
Q3 2021$1,944,000
-0.3%
78,798
+0.2%
0.35%
-1.1%
Q2 2021$1,950,000
+24.5%
78,663
+23.8%
0.36%
+16.3%
Q1 2021$1,566,000
+278.3%
63,529
+275.1%
0.31%
+251.7%
Q4 2020$414,000
+1018.9%
16,937
+983.6%
0.09%
+987.5%
Q3 2020$37,0001,5630.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 376,126$8,799,00014.12%
Peloton Wealth Strategists 101,300$2,370,0001.16%
Asset Dedication, LLC 170,602$3,984,0000.59%
Northstar Group, Inc. 53,817$1,260,0000.36%
VALLEY NATIONAL ADVISERS INC 70,883$1,660,0000.35%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
Timber Creek Capital Management LLC 23,998$561,0000.19%
Bellecapital International Ltd. 25,964$607,0000.17%
McLean Asset Management Corp 17,542$410,0000.16%
Bradley & Co. Private Wealth Management, LLC 5,717$133,0000.15%
View complete list of ISHARES TR shareholders