Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 68 filers reported holding ISHARES TR in Q2 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 Q2 2021
NameSharesValueWeighting ↓
Brio Consultants, LLC 210,149$15,867,0004.79%
Provident Wealth Management, LLC 39,503$2,983,0003.46%
Verde Capital Management 77,824$5,876,0003.34%
Sound Financial Strategies Group, LLC 49,863$3,765,0002.39%
Stadion Money Management, LLC 280,902$21,209,0000.85%
MKD WEALTH COACHES, LLC 5,395$407,0000.58%
Wechter Feldman Wealth Management, Inc. 6,629$501,0000.39%
Inscription Capital, LLC 10,851$819,0000.36%
WealthShield Partners, LLC 9,793$739,0000.26%
Outlook Wealth Advisors, LLC 8,020$606,0000.24%
View complete list of ISHARES TR shareholders