Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$60,000
+13.2%
2,344
+5.4%
0.00%0.0%
Q4 2020$53,000
+12.8%
2,224
-0.0%
0.00%
-25.0%
Q3 2020$47,000
+2.2%
2,225
+0.9%
0.00%0.0%
Q2 2020$46,000
+360.0%
2,205
+528.2%
0.00%
+300.0%
Q4 2019$10,0003510.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders