Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$49,000
+4.3%
7310.0%0.00%0.0%
Q4 2020$47,000
+11.9%
7310.0%0.00%
-50.0%
Q3 2020$42,000
+5.0%
7310.0%0.00%0.0%
Q2 2020$40,000
+11.1%
7310.0%0.00%0.0%
Q1 2020$36,000
-26.5%
731
-13.9%
0.00%
-20.0%
Q4 2019$49,000
+4.3%
8490.0%0.01%0.0%
Q3 2019$47,0000.0%8490.0%0.01%0.0%
Q2 2019$47,000
+4.4%
8490.0%0.01%0.0%
Q1 2019$45,000
+9.8%
8490.0%0.01%
-16.7%
Q4 2018$41,000
-4.7%
8490.0%0.01%0.0%
Q3 2018$43,000
+7.5%
849
+12.9%
0.01%0.0%
Q2 2018$40,000
+700.0%
752
+637.3%
0.01%
+500.0%
Q1 2018$5,0000.0%1020.0%0.00%0.0%
Q4 2017$5,0001020.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Arden Trust Co 266,687$15,934,5523.24%
Fort Henry Capital, LLC 48,212$2,880,6672.61%
Consilium Wealth Advisory, LLC 47,675$2,848,5812.43%
Archvest Wealth Advisors, Inc. 39,579$2,364,8562.34%
Allen Capital Group, LLC 39,579$2,364,8562.34%
NORTHWEST WEALTH MANAGEMENT, LLC 84,847$5,069,5792.17%
UNIQUE WEALTH, LLC 63,361$3,785,8012.02%
PATTON ALBERTSON MILLER GROUP, LLC 111,334$6,652,1911.22%
Weaver Consulting Group 38,014$2,271,3211.16%
Legacy Financial Group LLC 64,684$3,864,8961.16%
View complete list of ISHARES TR shareholders