VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IBHB and the CUSIP is 46435U176. A total of 29 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$247,000
-33.6%
10,277
-33.8%
0.05%
-34.6%
Q2 2022$372,000
-76.8%
15,523
-76.7%
0.08%
-74.6%
Q1 2022$1,602,000
-11.3%
66,483
-11.2%
0.31%
-7.8%
Q4 2021$1,806,000
-1.4%
74,906
-1.0%
0.33%
+0.6%
Q3 2021$1,832,000
-2.5%
75,681
-2.1%
0.33%
-3.5%
Q2 2021$1,879,000
+20.2%
77,341
+20.2%
0.34%
+12.5%
Q1 2021$1,563,000
+282.2%
64,339
+281.4%
0.30%
+254.7%
Q4 2020$409,000
+1005.4%
16,870
+978.6%
0.09%
+975.0%
Q3 2020$37,0001,5640.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Asset Dedication, LLC 139,909$3,396,0000.77%
VALLEY NATIONAL ADVISERS INC 64,339$1,563,0000.30%
COLTON GROOME FINANCIAL ADVISORS, LLC 15,200$369,0000.21%
Northstar Group, Inc. 25,343$615,0000.17%
Bellecapital International Ltd. 21,072$512,0000.16%
Timber Creek Capital Management LLC 15,637$379,0000.15%
Klaas Financial Asset Advisors, LLC 18,683$454,0000.13%
CHILDRESS CAPITAL ADVISORS, LLC 10,855$263,0000.12%
HEADINVEST, LLC 17,052$414,0000.08%
Bradley & Co. Private Wealth Management, LLC 3,525$86,0000.08%
View complete list of ISHARES TR shareholders