Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 213 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$124,000
+1.6%
1,1500.0%0.01%
-15.4%
Q1 2020$122,000
+577.8%
1,150
+557.1%
0.01%
+333.3%
Q2 2018$18,0000.0%1750.0%0.00%0.0%
Q1 2018$18,0000.0%1750.0%0.00%0.0%
Q4 2017$18,000
-5.3%
1750.0%0.00%
-25.0%
Q3 2017$19,0001750.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders