Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 88 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.67 and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$010.0%0.00%
Q4 2020$010.0%0.00%
Q3 2020$0
-100.0%
1
-99.7%
0.00%
-100.0%
Q2 2020$12,000
+20.0%
3510.0%0.00%0.0%
Q1 2020$10,000
-47.4%
351
+0.3%
0.00%
-50.0%
Q4 2019$19,000
+5.6%
3500.0%0.00%0.0%
Q3 2019$18,000
-10.0%
3500.0%0.00%0.0%
Q2 2019$20,000
-37.5%
350
-30.0%
0.00%
-60.0%
Q4 2017$32,0005000.01%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders