Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$45,000
+2.3%
2550.0%0.00%0.0%
Q4 2020$44,000
+15.8%
255
+0.4%
0.00%
-33.3%
Q3 2020$38,000
+18.8%
2540.0%0.00%0.0%
Q2 2020$32,000
-75.9%
254
-78.0%
0.00%
-78.6%
Q1 2020$133,000
-1.5%
1,153
+13.6%
0.01%
+7.7%
Q4 2019$135,000
+5.5%
1,0150.0%0.01%
-7.1%
Q3 2019$128,000
+4.1%
1,0150.0%0.01%0.0%
Q2 2019$123,000
+1.7%
1,0150.0%0.01%
-6.7%
Q1 2019$121,000
+12.0%
1,0150.0%0.02%0.0%
Q4 2018$108,000
+36.7%
1,015
+50.8%
0.02%
+36.4%
Q3 2018$79,000
-2.5%
6730.0%0.01%0.0%
Q2 2018$81,000
+1250.0%
673
+1146.3%
0.01%
+1000.0%
Q1 2018$6,000540.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders