Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.56 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 Q2 2022
NameSharesValueWeighting ↓
McKinley Carter Wealth Services, Inc. 132,348$18,056,0004.62%
RiverFront Investment Group, LLC 888,331$121,194,0002.99%
RVW Wealth, LLC 86,680$11,826,0002.81%
Quantitative Advantage, LLC 59,362$8,099,0002.23%
CYPRESS ASSET MANAGEMENT INC/TX 46,083$6,287,0002.18%
BECK CAPITAL MANAGEMENT, LLC 22,434$3,061,0001.66%
Karp Capital Management Corp 32,855$4,482,0001.31%
Baltimore-Washington Financial Advisors, Inc. 53,099$7,244,0001.19%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 26,833$3,661,0001.00%
Cresset Asset Management, LLC 175,773$23,981,0000.73%
View complete list of ISHARES TR shareholders