Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 618 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$275,728
+27.4%
2,135
+29.5%
0.01%
+8.3%
Q4 2022$216,441
-47.8%
1,649
-48.2%
0.01%
-42.9%
Q1 2022$415,000
+17.9%
3,185
+38.2%
0.02%
+10.5%
Q4 2021$352,000
-5.6%
2,3040.0%0.02%
-9.5%
Q3 2021$373,000
-15.6%
2,304
-14.8%
0.02%
-22.2%
Q2 2021$442,000
+47.8%
2,704
+36.1%
0.03%
+92.9%
Q1 2021$299,000
-6.0%
1,987
-5.2%
0.01%
-12.5%
Q4 2020$318,000
+8.2%
2,096
-3.5%
0.02%
-38.5%
Q3 2020$294,000
-1.0%
2,172
-0.1%
0.03%
-3.7%
Q2 2020$297,000
+20.7%
2,175
+0.5%
0.03%
+3.8%
Q1 2020$246,000
-48.2%
2,164
-45.1%
0.03%
-43.5%
Q4 2019$475,000
+379.8%
3,945
+298.5%
0.05%
+318.2%
Q3 2019$99,000
-54.6%
990
-50.5%
0.01%
-56.0%
Q2 2019$218,000
-23.5%
2,000
-21.5%
0.02%
-28.6%
Q1 2019$285,000
+295.8%
2,547
+241.0%
0.04%
+250.0%
Q4 2018$72,000
-16.3%
747
-10.1%
0.01%
-16.7%
Q3 2018$86,000
-1.1%
831
+11.2%
0.01%0.0%
Q2 2018$87,000
+8.8%
7470.0%0.01%
-7.7%
Q1 2018$80,000
-1.2%
747
-2.0%
0.01%0.0%
Q4 2017$81,000
+14.1%
762
+256.1%
0.01%
-18.8%
Q3 2017$71,0002140.02%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Atom Investors LP 78,501$10,139,1895.52%
Bronte Capital Management Pty Ltd. 302,076$39,016,1364.53%
Michelson Medical Research Foundation, Inc. 43,395$5,604,8984.40%
Hackensack Meridian Health, Inc. 228,000$29,448,4804.26%
DAFNA Capital Management LLC 102,500$13,238,9003.97%
Richmond Brothers, Inc. 16,724$2,159,8563.64%
Alpha Family Trust 34,549$4,462,3493.53%
HANSEATIC MANAGEMENT SERVICES INC 11,897$1,5373.46%
PURSUE WEALTH PARTNERS LLC 37,789$4,880,8273.33%
Rye Brook Capital LLC 40,100$5,1793.17%
View complete list of ISHARES TR shareholders