Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 347 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$28,000
-39.1%
292
+3.5%
0.00%
-75.0%
Q2 2020$46,000
-2.1%
282
-6.6%
0.00%
-20.0%
Q1 2020$47,000
-13.0%
302
+24.8%
0.01%0.0%
Q4 2019$54,000
+100.0%
242
+98.4%
0.01%
+66.7%
Q3 2019$27,000
-60.9%
122
-61.9%
0.00%
-62.5%
Q2 2019$69,000
-57.9%
320
-61.0%
0.01%
-60.0%
Q1 2019$164,000
+11.6%
820
-3.5%
0.02%
-4.8%
Q4 2018$147,000
+24.6%
850
+37.1%
0.02%
+31.2%
Q3 2018$118,000
-3.3%
620
+3.3%
0.02%
-5.9%
Q2 2018$122,000
+106.8%
600
+100.0%
0.02%
+88.9%
Q1 2018$59,0003000.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 73,176$9,662,8785.56%
Cadent Capital Advisors, LLC 98,743$13,038,9855.20%
PARAGON FINANCIAL PARTNERS, INC. 30,134$3,979,1633.10%
HERBST GROUP, LLC 37,133$4,903,3512.98%
MRA Advisory Group 34,502$4,555,9962.60%
FOCUS Wealth Advisors, LLC 37,716$4,980,3982.56%
MinichMacGregor Wealth Management, LLC 77,589$10,245,7292.50%
5th Street Advisors, LLC 36,323$4,796,3982.50%
Bluesphere Advisors, LLC 36,737$4,851,1162.47%
WealthCare Investment Partners, LLC 36,539$4,824,9532.24%
View complete list of ISHARES TR shareholders