VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 344 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 489.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$160.0%0.00%
Q1 2023$060.0%0.00%
Q4 2022$060.0%0.00%
Q3 2022$060.0%0.00%
Q2 2022$060.0%0.00%
Q1 2022$06
+50.0%
0.00%
Q4 2021$040.0%0.00%
Q3 2021$0
-100.0%
4
-98.6%
0.00%
-100.0%
Q2 2021$12,0000.0%2870.0%0.00%0.0%
Q1 2021$12,000287
+7075.0%
0.00%
Q4 2020$040.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 861,936$29,917,79924.90%
ERTS Wealth Advisors, LLC 1,532,996$53,210,27512.81%
Bricktown Capital, LLC 1,681,766$58,374,09811.58%
Koss-Olinger Consulting, LLC 1,794,302$62,280,0009.19%
HORIZON FINANCIAL SERVICES, LLC 236,344$8,203,4906.59%
Wavelength Capital Management, LLC 162,915$5,654,7806.58%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,166,3376.55%
Prestige Wealth Management Group LLC 688,306$23,891,1025.89%
FORTE ASSET MANAGEMENT LLC 234,050$8,123,8645.46%
Ocean Park Asset Management, LLC 3,278,017$113,779,9705.07%
View complete list of ISHARES TR shareholders