VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is TECB and the CUSIP is 46436E502. A total of 36 filers reported holding ISHARES TR in Q1 2022. 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$1
-50.0%
360.0%0.00%
Q2 2023$2
+100.0%
360.0%0.00%
Q1 2023$1
-99.9%
36
-2.7%
0.00%
Q3 2022$1,0000.0%370.0%0.00%
Q2 2022$1,0000.0%370.0%0.00%
Q1 2022$1,000
-98.1%
37
-97.1%
0.00%
-100.0%
Q4 2021$54,0001,2820.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 6,096,896$222,981,8320.59%
Consolidated Planning Corp 39,966$1,460,7570.32%
SHEETS SMITH WEALTH MANAGEMENT 57,244$2,092,2800.32%
Austin Wealth Management, LLC 22,793$911,5130.28%
BRASADA CAPITAL MANAGEMENT, LP 12,330$460,9950.11%
Sigma Planning Corp 41,528$1,517,8580.06%
Avestar Capital, LLC 8,921$326,2700.05%
Stratos Wealth Advisors, LLC 13,221$483,2320.03%
Ancora Advisors LLC 12,973$474,1630.01%
Tower Research Capital LLC (TRC) 7,360$269,0080.01%
View complete list of ISHARES TR shareholders