VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 45 filers reported holding ISHARES TR in Q1 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$14
-6.7%
1740.0%0.00%
-33.3%
Q2 2023$150.0%174
-1.7%
0.00%0.0%
Q1 2023$150.0%177
-1.7%
0.00%0.0%
Q4 2022$15
-99.9%
180
-5.3%
0.00%0.0%
Q3 2022$15,000
-50.0%
190
-44.9%
0.00%
-50.0%
Q2 2022$30,000
-93.8%
345
-93.3%
0.01%
-93.5%
Q1 2022$480,000
-87.1%
5,178
-86.1%
0.09%
-86.5%
Q4 2021$3,708,000
-33.5%
37,208
-33.1%
0.68%
-32.2%
Q3 2021$5,579,000
+4.5%
55,624
+4.9%
1.01%
+3.6%
Q2 2021$5,338,000
+21.3%
53,043
+20.3%
0.97%
+13.3%
Q1 2021$4,400,000
+22.5%
44,074
+25.9%
0.86%
+14.2%
Q4 2020$3,592,00035,0090.75%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 176,008$17,075,00011.22%
Fluent Financial, LLC 43,031$4,175,0002.76%
CWM, LLC 288,838$28,021,0000.92%
First Capital Advisors Group, LLC. 9,420$914,0000.61%
Ruggie Capital Group 8,805$854,0000.43%
CABOT WEALTH MANAGEMENT INC 5,268$511,0000.11%
Mutual Advisors, LLC 2,341$227,0000.05%
Cornerstone Wealth Management, LLC 379,257$3,922,0000.04%
Elmwood Wealth Management, Inc. 423$41,037,0000.04%
Stratos Wealth Partners, LTD. 7,062$685,0000.03%
View complete list of ISHARES TR shareholders