Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$203,344
-4.0%
3,602
-8.2%
0.01%
-10.0%
Q1 2023$211,721
-15.3%
3,922
-4.5%
0.01%
-23.1%
Q1 2022$250,000
+5.5%
4,105
+14.3%
0.01%0.0%
Q4 2021$237,000
+111.6%
3,592
+956.5%
0.01%
+160.0%
Q1 2021$112,000
-12.5%
340
-13.0%
0.01%
-28.6%
Q4 2020$128,000
+9.4%
3910.0%0.01%
-30.0%
Q3 2020$117,000
-45.1%
391
-51.3%
0.01%
-47.4%
Q2 2020$213,000
+17.0%
803
+8.5%
0.02%0.0%
Q1 2020$182,000
-6.7%
740
+0.1%
0.02%0.0%
Q4 2019$195,000
+6.6%
7390.0%0.02%
-5.0%
Q3 2019$183,000
+123.2%
739
+118.0%
0.02%
+122.2%
Q2 2019$82,000
+5.1%
3390.0%0.01%0.0%
Q1 2019$78,000
+14.7%
3390.0%0.01%
-10.0%
Q4 2018$68,000
-1.4%
339
+0.3%
0.01%
+11.1%
Q3 2018$69,000
-1.4%
3380.0%0.01%
-10.0%
Q2 2018$70,000
-59.8%
338
-64.0%
0.01%
-64.3%
Q1 2018$174,000
+35.9%
938
+27.1%
0.03%
+33.3%
Q4 2017$128,000
+128.6%
738
+118.3%
0.02%
+61.5%
Q3 2017$56,0003380.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders