Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$208,000
+372.7%
1,155
+345.9%
0.01%
+450.0%
Q1 2021$44,000
+12.8%
2590.0%0.00%0.0%
Q4 2020$39,000
+21.9%
2590.0%0.00%
-33.3%
Q3 2020$32,000
-75.4%
259
-76.3%
0.00%
-75.0%
Q2 2020$130,000
+3.2%
1,0910.0%0.01%
-7.7%
Q1 2020$126,000
-24.1%
1,0910.0%0.01%
-18.8%
Q4 2019$166,000
+11.4%
1,0910.0%0.02%0.0%
Q3 2019$149,000
+2.1%
1,0910.0%0.02%
-5.9%
Q2 2019$146,000
+7.4%
1,0910.0%0.02%0.0%
Q1 2019$136,000
+11.5%
1,0910.0%0.02%0.0%
Q4 2018$122,000
+8.9%
1,091
+22.4%
0.02%
+13.3%
Q3 2018$112,000
-6.7%
8910.0%0.02%
-11.8%
Q2 2018$120,000
+2.6%
8910.0%0.02%
-10.5%
Q1 2018$117,000
+7.3%
891
+7.1%
0.02%
+5.6%
Q4 2017$109,000
+9.0%
8320.0%0.02%
-21.7%
Q3 2017$100,0008320.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 21,952$3,313,9409.53%
Kozak & Associates, Inc. 65,014$9,814,4834.41%
VALLEY FINANCIAL MANAGEMENT, INC. 37,383$5,643,3383.49%
SAM Advisors, LLC 38,816$5,859,6632.63%
Snider Financial Group 30,327$4,578,2262.44%
RiverFront Investment Group, LLC 439,196$66,301,1522.34%
ARKANSAS FINANCIAL GROUP, INC. 45,791$6,912,6281.44%
Financial Freedom, LLC 12,171$1,837,3611.34%
Vahanian & Associates Financial Planning Inc. 3,095$467,2211.30%
Quantitative Advantage, LLC 58,787$8,874,4411.29%
View complete list of ISHARES TR shareholders