Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$136,000
+78.9%
63,905
+2033.7%
0.01%
+75.0%
Q1 2021$76,000
+5.6%
2,995
+6.6%
0.00%0.0%
Q4 2020$72,0000.0%2,810
-0.2%
0.00%
-33.3%
Q3 2020$72,000
+227.3%
2,817
-87.1%
0.01%
+200.0%
Q2 2020$22,000
-91.2%
21,869
+120.7%
0.00%
-92.3%
Q1 2020$249,000
-0.8%
9,9080.0%0.03%
+8.3%
Q4 2019$251,0000.0%9,9080.0%0.02%
-14.3%
Q3 2019$251,000
+0.4%
9,9080.0%0.03%
-3.4%
Q2 2019$250,000
+1.2%
9,9080.0%0.03%
-3.3%
Q1 2019$247,000
+3.3%
9,9080.0%0.03%
-11.8%
Q4 2018$239,000
-0.4%
9,9080.0%0.03%
+6.2%
Q3 2018$240,000
-0.4%
9,9080.0%0.03%
-5.9%
Q2 2018$241,000
-0.8%
9,9080.0%0.03%
-12.8%
Q1 2018$243,0009,9080.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CAPITAL ADVISORS INC/OK 3,076,075$76,840,0004.50%
Matthew Goff Investment Advisor, LLC 265,688$6,637,0002.86%
Murphy, Middleton, Hinkle & Parker, Inc. 117,350$2,931,0002.18%
Day & Ennis, LLC 91,922$2,296,0001.88%
Signature Wealth Management Group 99,710$2,491,0001.83%
Gateway Advisory, LLC 226,964$5,670,0001.57%
CORDA Investment Management, LLC. 508,640$12,705,0001.52%
LYELL WEALTH MANAGEMENT, LP 93,403$2,333,0000.93%
Camelot Portfolios, LLC 73,195$1,828,0000.86%
Timber Creek Capital Management LLC 47,091$1,176,0000.73%
View complete list of ISHARES TR shareholders