Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 192 filers reported holding ISHARES TR in Q2 2023. 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
Q3 2023$282,105
+5.2%
11,124
+5.5%
0.01%
+8.3%
Q2 2023$268,268
-9.2%
10,541
-11.5%
0.01%
-14.3%
Q1 2023$295,399
+7.0%
11,9160.0%0.01%
-6.7%
Q4 2022$276,09511,9160.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
LGL PARTNERS, LLC 1,760,584$44,648,4207.83%
3D/L Capital Management, LLC 854,112$21,660,2897.04%
FFT WEALTH MANAGEMENT LLC 2,015,725$51,118,7846.58%
Armbruster Capital Management, Inc. 698,215$17,706,7324.47%
IRONWOOD WEALTH MANAGEMENT, INC. 286,150$7,059,3214.22%
Ackerman Capital Advisors, LLC 467,615$11,858,7163.30%
ShoreHaven Wealth Partners, LLC 155,708$3,948,7552.72%
Tacita Capital Inc 132,660$3,364,2582.63%
Kathmere Capital Management, LLC 645,146$16,360,9102.42%
CoreFirst Bank & Trust 128,191$3,250,9242.31%
View complete list of ISHARES TR shareholders