Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 380 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.93 and the average weighting 0.4%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$427,258
+46.7%
1,252
+48.7%
0.02%
+46.2%
Q2 2023$291,256
+13.5%
8420.0%0.01%
+8.3%
Q1 2023$256,557
+541.4%
842
+619.7%
0.01%
+500.0%
Q1 2021$40,000
+150.0%
117
+160.0%
0.00%
+100.0%
Q4 2020$16,000
-91.6%
45
-95.9%
0.00%
-96.3%
Q4 2018$191,000
-5.0%
1,0990.0%0.03%0.0%
Q3 2018$201,000
-4.7%
1,0990.0%0.03%
-10.0%
Q2 2018$211,0001,0990.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders