Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 189 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.02 and the average weighting 0.6%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$7,000
+600.0%
80
+627.3%
0.00%
Q3 2020$1,000
-92.3%
11
-94.5%
0.00%
-100.0%
Q2 2020$13,0000.0%200
-12.7%
0.00%0.0%
Q1 2020$13,000
-7.1%
229
-1.3%
0.00%
-50.0%
Q2 2018$14,000
-12.5%
2320.0%0.00%
-33.3%
Q1 2018$16,000
+6.7%
2320.0%0.00%
+50.0%
Q4 2017$15,0000.0%2320.0%0.00%
-33.3%
Q3 2017$15,0002320.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Nipun Capital, L.P. 721,500$30,425,65521.70%
Centerstone Investors, LLC 176,500$7,443,0056.20%
Richard Bernstein Advisors LLC 5,944,142$250,664,4735.55%
FARLEY CAPITAL L.P. 106,975$4,511,1364.02%
Upper Left Wealth Management, LLC 89,407$3,770,2943.41%
Provident Co of the Employees of the Hebrew University LTD 64,995$2,740,1103.26%
AlphaQ Advisors LLC 26,407$1,113,5833.24%
Michelson Medical Research Foundation, Inc. 80,000$3,373,6002.90%
Q Global Advisors, LLC 73,509$3,1002.20%
MEITAV INVESTMENT HOUSE LTD 2,861,866$120,662,6262.15%
View complete list of ISHARES TR shareholders