Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 718 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 6.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$264,939
+476.0%
8,787
+628.0%
0.01%
+500.0%
Q1 2021$46,000
+31.4%
1,207
+33.1%
0.00%0.0%
Q4 2020$35,000
-7.9%
907
-13.6%
0.00%
-33.3%
Q3 2020$38,000
-76.8%
1,050
-77.8%
0.00%
-80.0%
Q2 2020$164,000
+37.8%
4,729
+34.8%
0.02%
+15.4%
Q1 2020$119,000
-5.6%
3,509
+4.7%
0.01%
+8.3%
Q4 2019$126,000
+18.9%
3,351
+18.3%
0.01%0.0%
Q3 2019$106,000
+5.0%
2,833
+3.3%
0.01%0.0%
Q2 2019$101,000
+40.3%
2,743
+38.5%
0.01%
+33.3%
Q1 2019$72,000
+80.0%
1,981
+68.5%
0.01%
+50.0%
Q4 2018$40,000
-7.0%
1,1760.0%0.01%0.0%
Q3 2018$43,000
-31.7%
1,176
-29.8%
0.01%
-33.3%
Q2 2018$63,000
+3.3%
1,676
+2.9%
0.01%
-10.0%
Q1 2018$61,000
+6000.0%
1,629
+5517.2%
0.01%
Q4 2017$1,000
-50.0%
29
-45.3%
0.00%
Q3 2017$2,000530.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders