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. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders