Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 270 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$210,000
+1.9%
2,2250.0%0.01%
+30.0%
Q1 2021$206,000
+31.2%
2,225
+26.8%
0.01%
+25.0%
Q4 2020$157,000
+16.3%
1,7550.0%0.01%
-33.3%
Q3 2020$135,000
+11.6%
1,7550.0%0.01%
+9.1%
Q2 2020$121,000
-51.4%
1,755
-56.6%
0.01%
-57.7%
Q1 2020$249,000
-16.2%
4,0450.0%0.03%
-10.3%
Q4 2019$297,000
+8.4%
4,045
-2.0%
0.03%
-3.3%
Q3 2019$274,000
-4.9%
4,1290.0%0.03%
-9.1%
Q2 2019$288,000
+0.7%
4,129
+2.1%
0.03%
-5.7%
Q1 2019$286,000
+11.3%
4,0450.0%0.04%
-2.8%
Q4 2018$257,000
+1.6%
4,0450.0%0.04%
+5.9%
Q3 2018$253,000
-11.5%
4,0450.0%0.03%
-15.0%
Q2 2018$286,000
-8.9%
4,0450.0%0.04%
-20.0%
Q1 2018$314,000
+4.0%
4,045
+2.2%
0.05%0.0%
Q4 2017$302,000
+151.7%
3,957
+137.4%
0.05%
+85.2%
Q3 2017$120,0001,6670.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders