VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 22 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$400
+0.3%
17,448
+0.7%
0.07%
+4.5%
Q2 2023$399
+1.5%
17,322
+0.9%
0.07%
-2.9%
Q1 2023$393
-0.3%
17,164
-0.3%
0.07%
-2.8%
Q4 2022$394
-99.9%
17,218
+12.8%
0.07%0.0%
Q3 2022$342,000
+8.2%
15,264
+8.9%
0.07%
+6.0%
Q2 2022$316,000
+2.6%
14,017
+9.8%
0.07%
+13.6%
Q1 2022$308,000
-2.2%
12,771
+0.6%
0.06%
+1.7%
Q4 2021$315,000
+0.3%
12,695
+1.1%
0.06%
+1.8%
Q3 2021$314,0000.0%12,552
+0.8%
0.06%0.0%
Q2 2021$314,000
+1.3%
12,449
+0.9%
0.06%
-6.6%
Q1 2021$310,000
+0.3%
12,339
-0.4%
0.06%
-6.2%
Q4 2020$309,000
+735.1%
12,391
+709.3%
0.06%
+712.5%
Q3 2020$37,0001,5310.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
FLOW TRADERS U.S. LLC 223,681$5,018,0000.27%
Timber Creek Capital Management LLC 18,644$418,0000.14%
Bradley & Co. Private Wealth Management, LLC 4,608$103,0000.11%
Cetera Advisors LLC 133,667$2,999,0000.07%
VALLEY NATIONAL ADVISERS INC 14,017$316,0000.07%
HEADINVEST, LLC 11,425$256,0000.06%
Prentice Wealth Management LLC 2,350$53,0000.05%
Pinnacle Bancorp, Inc. 5,209$117,0000.05%
HighTower Advisors, LLC 235,640$5,286,0000.01%
Mascoma Wealth Management LLC 472$11,0000.00%
View complete list of ISHARES TR shareholders