Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 74 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$7,000
-12.5%
106
+1.0%
0.00%
Q4 2020$8,0000.0%1050.0%0.00%
-100.0%
Q3 2020$8,000
+33.3%
1050.0%0.00%0.0%
Q4 2018$6,0000.0%1050.0%0.00%0.0%
Q3 2018$6,0000.0%1050.0%0.00%0.0%
Q2 2018$6,0000.0%1050.0%0.00%0.0%
Q1 2018$6,000
-14.3%
1050.0%0.00%0.0%
Q4 2017$7,0001050.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Brio Consultants, LLC 231,760$17,711,0005.72%
Provident Wealth Management, LLC 46,351$3,542,0004.11%
Verde Capital Management 78,860$6,026,0003.00%
Safeguard Investment Advisory Group, LLC 32,331$2,470,0002.19%
Onyx Bridge Wealth Group LLC 23,703$1,811,0001.19%
Centennial Wealth Advisory LLC 29,754$2,274,0000.87%
Stadion Money Management, LLC 281,705$21,528,0000.78%
Wechter Feldman Wealth Management, Inc. 6,416$490,0000.36%
Renasant Bank 4,732$361,0000.30%
Inscription Capital, LLC 8,467$647,0000.25%
View complete list of ISHARES TR shareholders