Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

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 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders