Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 436 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q2 2021
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders