VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is TECB and the CUSIP is 46436E502. A total of 37 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q2 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 317,668$11,163,0004.53%
Financial Engines Advisors L.L.C. 8,989,329$315,885,0001.08%
SHEETS SMITH WEALTH MANAGEMENT 101,326$3,561,0000.54%
Castle Rock Wealth Management, LLC 22,310$809,0000.34%
Stratos Wealth Advisors, LLC 13,451$473,0000.06%
Abbrea Capital, LLC 6,250$220,0000.04%
Dynamic Advisor Solutions LLC 6,280$221,0000.02%
Tower Research Capital LLC (TRC) 12,533$440,0000.01%
Pinnacle Bancorp, Inc. 599$21,0000.01%
Kestra Advisory Services, LLC 7,748$272,0000.00%
View complete list of ISHARES TR shareholders