Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 388 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$271,649
-6.3%
5,570
-23.2%
0.01%
-27.8%
Q3 2022$290,000
-11.0%
7,2530.0%0.02%
-10.0%
Q2 2022$326,000
-14.0%
7,2530.0%0.02%
+5.3%
Q1 2022$379,000
-24.2%
7,253
-19.4%
0.02%
-29.6%
Q4 2021$500,000
+0.4%
9,001
+0.2%
0.03%
-3.6%
Q3 2021$498,000
+107.5%
8,985
+115.7%
0.03%
+86.7%
Q2 2021$240,000
+25.7%
4,166
+20.4%
0.02%
+66.7%
Q1 2021$191,000
+8.5%
3,459
+4.5%
0.01%0.0%
Q4 2020$176,000
+15.8%
3,3090.0%0.01%
-30.8%
Q3 2020$152,000
+4.1%
3,309
-1.9%
0.01%0.0%
Q2 2020$146,000
-9.9%
3,372
-19.6%
0.01%
-23.5%
Q1 2020$162,000
-56.0%
4,196
-44.0%
0.02%
-52.8%
Q4 2019$368,000
+20.7%
7,491
+13.2%
0.04%
+5.9%
Q3 2019$305,000
-20.2%
6,619
-19.1%
0.03%
-22.7%
Q2 2019$382,000
-7.5%
8,178
-8.4%
0.04%
-12.0%
Q1 2019$413,000
+16.3%
8,927
+5.5%
0.05%0.0%
Q4 2018$355,000
-8.5%
8,461
-4.2%
0.05%
-3.8%
Q3 2018$388,000
-9.6%
8,835
-3.5%
0.05%
-13.3%
Q2 2018$429,000
-2.7%
9,158
+3.2%
0.06%
-15.5%
Q1 2018$441,000
+0.9%
8,873
+1.4%
0.07%
-1.4%
Q4 2017$437,000
+4.3%
8,748
+0.9%
0.07%
-24.2%
Q3 2017$419,0008,6730.10%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders