Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$456,021
-32.8%
7,602
-29.9%
0.02%
-32.3%
Q2 2023$678,902
+51.2%
10,842
+49.5%
0.03%
+40.9%
Q1 2023$449,112
+10.4%
7,250
+3.2%
0.02%0.0%
Q4 2022$406,683
+59.5%
7,026
+57.3%
0.02%
+37.5%
Q2 2022$255,000
-72.1%
4,467
-67.5%
0.02%
-65.2%
Q1 2022$915,000
+26.9%
13,747
+35.2%
0.05%
+17.9%
Q4 2021$721,000
-21.8%
10,165
-21.7%
0.04%
-26.4%
Q3 2021$922,000
-9.0%
12,985
-6.1%
0.05%
-13.1%
Q2 2021$1,013,000
+5.9%
13,826
+1.5%
0.06%
+38.6%
Q1 2021$957,000
+4.6%
13,6180.0%0.04%
-6.4%
Q4 2020$915,000
+150.0%
13,618
+117.3%
0.05%
+46.9%
Q3 2020$366,000
+1120.0%
6,268
+1054.3%
0.03%
+966.7%
Q2 2020$30,000
-48.3%
543
-54.6%
0.00%
-50.0%
Q1 2020$58,000
-21.6%
1,1950.0%0.01%
-14.3%
Q4 2019$74,000
+7.2%
1,1950.0%0.01%
-12.5%
Q3 2019$69,000
-37.3%
1,195
-36.6%
0.01%
-38.5%
Q2 2019$110,000
+59.4%
1,884
+57.7%
0.01%
+62.5%
Q1 2019$69,000
-1.4%
1,195
-10.6%
0.01%
-20.0%
Q4 2018$70,000
+2.9%
1,336
+7.8%
0.01%
+11.1%
Q3 2018$68,000
-8.1%
1,2390.0%0.01%
-10.0%
Q2 2018$74,000
+2.8%
1,239
+8.2%
0.01%
-16.7%
Q1 2018$72,000
+67.4%
1,145
+69.6%
0.01%
+71.4%
Q4 2017$43,000
+4.9%
6750.0%0.01%
-22.2%
Q3 2017$41,0006750.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders