VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 122 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 2023$132
-7.0%
3,6140.0%0.02%
-4.2%
Q2 2023$142
+4.4%
3,6140.0%0.02%0.0%
Q1 2023$136
-0.7%
3,6140.0%0.02%
-4.0%
Q4 2022$137
-99.9%
3,6140.0%0.02%0.0%
Q3 2022$122,000
-1.6%
3,6140.0%0.02%
-3.8%
Q2 2022$124,000
-12.1%
3,6140.0%0.03%
-3.7%
Q1 2022$141,000
+2.2%
3,6140.0%0.03%
+8.0%
Q4 2021$138,000
+12.2%
3,6140.0%0.02%
+13.6%
Q3 2021$123,000
-3.9%
3,6140.0%0.02%
-4.3%
Q2 2021$128,000
+2.4%
3,6140.0%0.02%
-4.2%
Q1 2021$125,000
+23.8%
3,614
+7.6%
0.02%
+14.3%
Q4 2020$101,000
+288.5%
3,360
+221.5%
0.02%
+250.0%
Q3 2020$26,000
+4.0%
1,0450.0%0.01%0.0%
Q2 2020$25,000
+19.0%
1,0450.0%0.01%0.0%
Q1 2020$21,000
-30.0%
1,0450.0%0.01%
-25.0%
Q4 2019$30,000
+3.4%
1,0450.0%0.01%0.0%
Q3 2019$29,0000.0%1,0450.0%0.01%0.0%
Q2 2019$29,000
+7.4%
1,0450.0%0.01%0.0%
Q1 2019$27,000
+12.5%
1,0450.0%0.01%0.0%
Q4 2018$24,0001,0450.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders