Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 377 filers reported holding ISHARES TR in Q2 2021. 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$733,124
-10.2%
10,605
-5.2%
0.03%
-10.8%
Q2 2023$816,014
-1.2%
11,189
-2.7%
0.04%
-7.5%
Q1 2023$826,232
+1115.0%
11,501
+1175.1%
0.04%
+1233.3%
Q1 2021$68,000
+6.2%
902
+2.3%
0.00%0.0%
Q4 2020$64,000
+20.8%
882
+5.6%
0.00%
-40.0%
Q3 2020$53,000
+3.9%
8350.0%0.01%0.0%
Q2 2020$51,000
+292.3%
835
+247.9%
0.01%
+400.0%
Q1 2020$13,0002400.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders