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 ↓
Wall Capital Group, Inc. 49,085$4,792,0002.55%
Sterneck Capital Management, LLC 8,312$812,0000.82%
Patten Group, Inc. 8,897$869,0000.45%
PHILLIPS FINANCIAL MANAGEMENT, LLC 18,502$1,797,0000.36%
Cetera Investment Advisers 22,295$2,177,0000.27%
OPTIMUM INVESTMENT ADVISORS 5,600$547,0000.22%
Ford Financial Group, LLC 2,596$253,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,729$754,0000.12%
Geneos Wealth Management Inc. 14,836$1,428,0000.10%
Insight Wealth Strategies, LLC 3,327$325,0000.09%
View complete list of ISHARES TR shareholders