Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 146 filers reported holding ISHARES TR in Q1 2020. 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 Q1 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders