Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 147 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$21,000
+16.7%
940.0%0.00%0.0%
Q1 2020$18,000
-14.3%
940.0%0.00%0.0%
Q4 2019$21,000
+5.0%
940.0%0.00%0.0%
Q3 2019$20,0000.0%940.0%0.00%0.0%
Q2 2019$20,000
+5.3%
940.0%0.00%0.0%
Q1 2019$19,000
+11.8%
940.0%0.00%0.0%
Q4 2018$17,000
-5.6%
940.0%0.00%0.0%
Q3 2018$18,000
-5.3%
940.0%0.00%
-33.3%
Q2 2018$19,000
+11.8%
940.0%0.00%0.0%
Q1 2018$17,0000.0%940.0%0.00%0.0%
Q4 2017$17,000
+13.3%
940.0%0.00%0.0%
Q3 2017$15,000940.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders