Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 297 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$203,132
-8.1%
2,5880.0%0.01%
-10.0%
Q2 2023$221,119
-0.8%
2,588
-3.7%
0.01%
-16.7%
Q4 2021$223,000
+26.7%
2,688
+3.9%
0.01%
+50.0%
Q1 2021$176,000
+22.2%
2,5880.0%0.01%
+14.3%
Q4 2020$144,000
-2.0%
2,5880.0%0.01%
-46.2%
Q3 2020$147,000
+14.8%
2,588
-10.8%
0.01%
+8.3%
Q2 2020$128,000
+47.1%
2,902
+12.1%
0.01%
+33.3%
Q1 2020$87,000
-24.3%
2,5880.0%0.01%
-18.2%
Q4 2019$115,000
+2.7%
2,5880.0%0.01%
-8.3%
Q3 2019$112,000
+13.1%
2,5880.0%0.01%
+9.1%
Q2 2019$99,000
-57.3%
2,588
-60.7%
0.01%
-60.7%
Q1 2019$232,000
+15.4%
6,588
-1.5%
0.03%0.0%
Q4 2018$201,000
-3.4%
6,6880.0%0.03%0.0%
Q3 2018$208,000
+20.2%
6,688
+42.7%
0.03%
+16.7%
Q2 2018$173,0000.0%4,688
+6.8%
0.02%
-14.3%
Q1 2018$173,000
+25.4%
4,388
+39.2%
0.03%
+21.7%
Q4 2017$138,000
+32.7%
3,153
+10.5%
0.02%
-4.2%
Q3 2017$104,0002,8530.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders