VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 48 filers reported holding ISHARES TR in Q3 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 Q3 2022
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 372,655$8,705,221,00011.41%
Peloton Wealth Strategists 107,825$2,519,0001.31%
Asset Dedication, LLC 174,583$4,072,0000.45%
Northstar Group, Inc. 51,820$1,210,0000.36%
VALLEY NATIONAL ADVISERS INC 60,357$1,412,0000.29%
4J Wealth Management LLC 9,671$226,0000.29%
Quad-Cities Investment Group, LLC 12,809$299,0000.23%
Timber Creek Capital Management LLC 24,251$566,0000.22%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
WRAPMANAGER INC 23,410$547,0000.18%
View complete list of ISHARES TR shareholders