Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$99,000
-14.7%
1,353
-14.1%
0.01%
-16.7%
Q4 2020$116,000
+10.5%
1,575
+1.9%
0.01%
-33.3%
Q3 2020$105,000
+54.4%
1,545
+49.7%
0.01%
+50.0%
Q2 2020$68,000
-33.3%
1,032
-36.3%
0.01%
-45.5%
Q1 2020$102,000
-15.7%
1,6200.0%0.01%
-8.3%
Q4 2019$121,000
+10.0%
1,620
+8.4%
0.01%0.0%
Q3 2019$110,000
+0.9%
1,4950.0%0.01%0.0%
Q2 2019$109,000
+0.9%
1,4950.0%0.01%
-7.7%
Q1 2019$108,000
+1.9%
1,495
-6.3%
0.01%
-13.3%
Q4 2018$106,000
+15.2%
1,595
+17.9%
0.02%
+25.0%
Q3 2018$92,000
+31.4%
1,353
+37.4%
0.01%
+20.0%
Q2 2018$70,000
-4.1%
9850.0%0.01%
-16.7%
Q1 2018$73,000
+1360.0%
985
+1231.1%
0.01%
+1100.0%
Q4 2017$5,000740.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
GRAYHAWK INVESTMENT STRATEGIES INC. 189,663$12,369,8218.30%
EWA, LLC 189,057$12,362,4358.01%
VAUGHAN & Co SECURITIES, INC. 120,987$7,890,7425.86%
Wharton Business Group, LLC 1,605,074$104,6835.82%
Burt Wealth Advisors 261,206$17,035,8425.23%
Balentine LLC 2,330,206$151,975,9995.08%
AGILIS PARTNERS LLC 179,543$11,7104.22%
Family Capital Trust Co 177,977$11,607,6254.11%
Insight Wealth Strategies, LLC 320,742$20,918,8084.04%
Friedenthal Financial 89,999$5,869,7353.98%
View complete list of ISHARES TR shareholders