Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$319,438
-3.8%
1,2980.0%0.02%0.0%
Q2 2023$332,028
+3.5%
1,2980.0%0.02%0.0%
Q1 2023$320,879
-17.2%
1,298
-10.4%
0.02%
-28.6%
Q4 2022$387,615
+4.8%
1,4480.0%0.02%
-12.5%
Q3 2022$370,0000.0%1,4480.0%0.02%
+4.3%
Q2 2022$370,000
-9.8%
1,4480.0%0.02%
+9.5%
Q1 2022$410,000
+8.8%
1,448
+11.6%
0.02%
+5.0%
Q4 2021$377,000
+13.6%
1,2980.0%0.02%
+5.3%
Q3 2021$332,000
-4.0%
1,2980.0%0.02%
-9.5%
Q2 2021$346,000
+5.8%
1,2980.0%0.02%
+40.0%
Q1 2021$327,000
+7.2%
1,2980.0%0.02%
-6.2%
Q4 2020$305,000
+16.4%
1,2980.0%0.02%
-30.4%
Q3 2020$262,000
-1.1%
1,298
-5.5%
0.02%
-4.2%
Q2 2020$265,000
+1.1%
1,374
-6.8%
0.02%
-14.3%
Q1 2020$262,000
-6.8%
1,474
+5.4%
0.03%
+3.7%
Q4 2019$281,000
+24.3%
1,3980.0%0.03%
+8.0%
Q3 2019$226,000
-5.8%
1,3980.0%0.02%
-7.4%
Q2 2019$240,000
+10.1%
1,398
+7.7%
0.03%
+3.8%
Q1 2019$218,000
+1.9%
1,2980.0%0.03%
-13.3%
Q4 2018$214,000
-13.4%
1,2980.0%0.03%
-9.1%
Q3 2018$247,000
+0.4%
1,2980.0%0.03%
-2.9%
Q2 2018$246,0001,2980.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
XPONANCE, INC. 97,440$12,410,0004.57%
MinichMacGregor Wealth Management, LLC 24,757$3,153,0002.98%
SPC Financial, Inc. 60,819$7,747,0002.80%
Spruce Investment Advisors LLC 22,438$2,858,0001.62%
BerganKDV Wealth Management, LLC 40,389$5,009,0001.25%
HRT FINANCIAL LP 14,878$1,895,0001.15%
VICUS CAPITAL 30,717$3,912,0000.95%
Mirae Asset Global Investments Co., Ltd. 267,764$34,105,0000.88%
Glassman Wealth Services 7,400$943,0000.81%
Wharton Business Group, LLC 49,820$6,346,0000.75%
View complete list of ISHARES TR shareholders