Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 361 filers reported holding ISHARES TR in Q2 2021. 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
Q1 2021$106,000
+2.9%
4190.0%0.01%0.0%
Q4 2020$103,000
+8.4%
4190.0%0.01%
-37.5%
Q3 2020$95,000
+5.6%
4190.0%0.01%0.0%
Q2 2020$90,000
+2.3%
419
-5.2%
0.01%
-11.1%
Q1 2020$88,000
+49.2%
442
+61.3%
0.01%
+50.0%
Q4 2019$59,000
+13.5%
2740.0%0.01%0.0%
Q3 2019$52,000
-1.9%
2740.0%0.01%0.0%
Q2 2019$53,000
-35.4%
274
-35.2%
0.01%
-40.0%
Q1 2019$82,000
+6.5%
4230.0%0.01%
-9.1%
Q4 2018$77,000
-3.8%
4230.0%0.01%0.0%
Q3 2018$80,000
+3.9%
423
+5.5%
0.01%0.0%
Q2 2018$77,000
+11.6%
4010.0%0.01%0.0%
Q1 2018$69,000
-1.4%
4010.0%0.01%0.0%
Q4 2017$70,000
+1.4%
4010.0%0.01%
-31.2%
Q3 2017$69,0004010.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders