Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$42,000
-2.3%
8280.0%0.00%0.0%
Q4 2020$43,0000.0%8280.0%0.00%
-50.0%
Q3 2020$43,0000.0%8280.0%0.00%0.0%
Q2 2020$43,000
+2.4%
8280.0%0.00%0.0%
Q1 2020$42,000
-62.5%
828
-62.9%
0.00%
-63.6%
Q4 2019$112,000
+43.6%
2,231
+45.0%
0.01%
+22.2%
Q3 2019$78,000
+1.3%
1,539
+0.7%
0.01%0.0%
Q2 2019$77,000
-4.9%
1,529
-6.1%
0.01%
-10.0%
Q1 2019$81,000
+1057.1%
1,629
+1000.7%
0.01%
+900.0%
Q4 2018$7,0000.0%1480.0%0.00%0.0%
Q3 2018$7,000
-92.0%
148
-91.7%
0.00%
-91.7%
Q2 2018$87,000
+1142.9%
1,777
+1100.7%
0.01%
+1100.0%
Q1 2018$7,0000.0%1480.0%0.00%0.0%
Q4 2017$7,0001480.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders