Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 359 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$83,000
+88.6%
270
+86.2%
0.00%
+100.0%
Q4 2020$44,000
-71.1%
145
-74.9%
0.00%
-84.6%
Q3 2020$152,000
+11.8%
5780.0%0.01%
+8.3%
Q2 2020$136,000
+21.4%
5780.0%0.01%0.0%
Q1 2020$112,000
+12.0%
578
+21.2%
0.01%
+20.0%
Q4 2019$100,000
+13.6%
4770.0%0.01%0.0%
Q3 2019$88,000
-17.0%
477
-18.9%
0.01%
-16.7%
Q2 2019$106,000
+26.2%
588
+19.8%
0.01%
+20.0%
Q1 2019$84,000
-53.1%
491
-60.4%
0.01%
-60.0%
Q4 2018$179,000
-10.1%
1,2410.0%0.02%
-7.4%
Q3 2018$199,000
-5.7%
1,2410.0%0.03%
-10.0%
Q2 2018$211,000
+2914.3%
1,241
+2597.8%
0.03%
+2900.0%
Q1 2018$7,0000.0%460.0%0.00%0.0%
Q4 2017$7,000460.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders