Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 243 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$268,892
+497.5%
3,817
+528.8%
0.01%
+500.0%
Q1 2021$45,000
+12.5%
6070.0%0.00%0.0%
Q4 2020$40,000
+25.0%
607
+0.8%
0.00%
-33.3%
Q3 2020$32,000
+3.2%
6020.0%0.00%0.0%
Q2 2020$31,000
+3.3%
602
+1.3%
0.00%0.0%
Q1 2020$30,000
-62.0%
594
-48.6%
0.00%
-62.5%
Q4 2019$79,000
+8.2%
1,156
+1.1%
0.01%0.0%
Q3 2019$73,0000.0%1,1430.0%0.01%0.0%
Q2 2019$73,000
+5.8%
1,143
+1.8%
0.01%0.0%
Q1 2019$69,000
+7.8%
1,1230.0%0.01%
-11.1%
Q4 2018$64,000
-7.2%
1,123
+1.1%
0.01%0.0%
Q3 2018$69,000
-5.5%
1,1110.0%0.01%
-10.0%
Q2 2018$73,000
-3.9%
1,111
+1.7%
0.01%
-16.7%
Q1 2018$76,0000.0%1,0920.0%0.01%0.0%
Q4 2017$76,000
+5.6%
1,092
+0.9%
0.01%
-25.0%
Q3 2017$72,0001,0820.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 88,769$5,443,0002.44%
Richard Bernstein Advisors LLC 1,271,309$77,943,0001.95%
Ayalon Insurance Comp Ltd. 50,033$3,068,0001.44%
CLIENT 1ST ADVISORY GROUP, LLC 18,243$1,118,0000.70%
GREENWOOD CAPITAL ASSOCIATES LLC 65,575$4,021,0000.69%
Salomon & Ludwin, LLC 66,234$4,061,0000.61%
ICICI Prudential Asset Management Co Ltd 48,637$2,982,0000.46%
SENTINEL TRUST CO LBA 31,100$1,907,0000.31%
TCWP LLC 23,134$1,418,0000.30%
Mayfair Advisory Group, LLC 3,239$203,0000.29%
View complete list of ISHARES TR shareholders