Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$793,713
-63.3%
7,221
-63.3%
0.04%
-68.1%
Q3 2022$2,165,000
+6665.6%
19,686
+6688.3%
0.14%
+13700.0%
Q1 2021$32,0000.0%2900.0%0.00%
-50.0%
Q4 2020$32,000
-61.0%
290
-60.7%
0.00%
-71.4%
Q3 2020$82,000
-12.8%
738
-13.1%
0.01%
-22.2%
Q2 2020$94,000
+10.6%
849
+11.1%
0.01%0.0%
Q1 2020$85,000
+3.7%
764
+3.5%
0.01%
+12.5%
Q4 2019$82,000
+41.4%
738
+41.7%
0.01%
+33.3%
Q3 2019$58,000
-17.1%
521
-17.3%
0.01%
-25.0%
Q2 2019$70,000
-71.4%
630
-71.6%
0.01%
-73.3%
Q1 2019$245,0002,2190.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders