VALLEY NATIONAL ADVISERS INC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 126 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$538
-0.2%
13,174
+4.3%
0.09%
+3.3%
Q2 2023$539
+129.4%
12,636
+132.2%
0.09%
+122.0%
Q1 2023$235
+82.2%
5,443
+81.5%
0.04%
+78.3%
Q4 2022$129
-99.7%
2,999
+236.2%
0.02%
+187.5%
Q3 2022$37,0008920.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 330,485$14,072,05111.18%
One Wealth Advisors, LLC 181,931$7,746,6221.63%
Financial Connections Group, Inc. 50,498$2,1501.41%
Affinity Capital Advisors, LLC 87,928$3,743,9741.02%
Leonard Rickey Investment Advisors P.L.L.C. 46,253$1,969,4520.74%
VERITY Wealth Advisors 19,320$822,6460.74%
Horst & Graben Wealth Management LLC 56,411$2,402,0000.57%
First Ascent Asset Management, LLC 74,992$3,193,1770.42%
SigFig Wealth Management, LLC 225,922$9,597,1310.37%
Carr Financial Group Corp 21,640$921,4310.37%
View complete list of ISHARES TR shareholders