Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 518 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 2.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$322,000
-10.3%
15,218
-8.3%
0.02%
-19.0%
Q3 2021$359,000
+7080.0%
16,593
+8280.3%
0.02%
Q1 2021$5,000
-97.7%
198
-97.4%
0.00%
-100.0%
Q4 2020$217,000
+21600.0%
7,700
+11931.2%
0.01%
Q3 2020$1,000
-75.0%
64
-79.9%
0.00%
Q2 2020$4,000
+33.3%
318
+0.6%
0.00%
Q1 2020$3,000
-25.0%
3160.0%0.00%
Q4 2019$4,000
+33.3%
316
+0.3%
0.00%
Q3 2019$3,0000.0%3150.0%0.00%
Q2 2019$3,0003150.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Advocates Investment Management 380,701$4,051,0000.47%
Brinker Capital Investments, LLC 985,000$10,480,0000.33%
GenTrust, LLC 146,446$1,558,0000.25%
GREENWOOD CAPITAL ASSOCIATES LLC 78,005$830,0000.21%
SPINNAKER TRUST 170,593$1,815,0000.18%
DFPG INVESTMENTS, LLC 15,561$169,0000.16%
MCIA Inc 15,809$173,0000.16%
RETIREMENT CAPITAL STRATEGIES 21,630$231,0000.12%
Advisors Preferred, LLC 29,844$320,0000.11%
Mandatum Life Insurance Co Ltd 42,830$456,0000.10%
View complete list of ISHARES TR shareholders