Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 179 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$18,000
+5.9%
1780.0%0.00%0.0%
Q4 2020$17,000
+13.3%
178
+100.0%
0.00%0.0%
Q3 2020$15,000
+7.1%
890.0%0.00%0.0%
Q2 2020$14,000
+16.7%
890.0%0.00%0.0%
Q1 2020$12,000
-14.3%
890.0%0.00%0.0%
Q4 2019$14,000
+7.7%
890.0%0.00%0.0%
Q3 2019$13,0000.0%890.0%0.00%0.0%
Q2 2019$13,0000.0%890.0%0.00%
-50.0%
Q1 2019$13,000
+18.2%
890.0%0.00%0.0%
Q4 2018$11,000
-8.3%
890.0%0.00%0.0%
Q3 2018$12,000
-7.7%
890.0%0.00%0.0%
Q2 2018$13,000
+8.3%
890.0%0.00%0.0%
Q1 2018$12,0000.0%890.0%0.00%0.0%
Q4 2017$12,000
+9.1%
890.0%0.00%0.0%
Q3 2017$11,000890.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders