Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 163 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$43,000
+4.9%
6520.0%0.00%0.0%
Q4 2020$41,000
+10.8%
6520.0%0.00%
-33.3%
Q3 2020$37,000
+8.8%
6520.0%0.00%0.0%
Q2 2020$34,000
+9.7%
6520.0%0.00%0.0%
Q1 2020$31,000
-11.4%
6520.0%0.00%0.0%
Q4 2019$35,000
+9.4%
6520.0%0.00%
-25.0%
Q3 2019$32,0000.0%6520.0%0.00%0.0%
Q2 2019$32,000
+3.2%
6520.0%0.00%0.0%
Q1 2019$31,000
+10.7%
6520.0%0.00%0.0%
Q4 2018$28,0006520.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 42,658$2,082,0001.19%
BigSur Wealth Management LLC 36,598$1,786,0001.12%
Redhawk Wealth Advisors, Inc. 33,601$1,640,0000.90%
Capital Advisors, Ltd. LLC 63,874$3,118,0000.88%
Carroll Financial Associates, Inc. 123,094$6,008,0000.64%
PVG ASSET MANAGEMENT CORP 15,365$749,0000.54%
180 WEALTH ADVISORS, LLC 22,399$1,093,0000.50%
GFS Advisors, LLC 29,000$1,415,0000.36%
LOEB PARTNERS CORP 16,800$820,0000.30%
Curbstone Financial Management Corp 22,600$1,103,0000.29%
View complete list of ISHARES TR shareholders