Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 248 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$768,592
-1.2%
22,841
+4.2%
0.04%
-2.8%
Q2 2023$778,307
+4.5%
21,912
+0.0%
0.04%0.0%
Q1 2023$744,540
+536.4%
21,905
+620.6%
0.04%
+620.0%
Q1 2021$117,000
+12.5%
3,040
+0.2%
0.01%0.0%
Q4 2020$104,000
+89.1%
3,035
+45.4%
0.01%0.0%
Q3 2020$55,000
+5.8%
2,087
+0.3%
0.01%0.0%
Q2 2020$52,0002,0810.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 174,008$5,336,0004.50%
HILL ISLAND FINANCIAL LLC 208,552$6,396,0002.97%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,755,782$53,850,0002.09%
IMPACTfolio, LLC 67,736$2,077,0002.03%
WRAPMANAGER INC 178,707$5,481,0001.85%
BLUESTEM FINANCIAL ADVISORS, LLC 83,150$2,550,0001.80%
HARVEST GROUP WEALTH MANAGEMENT, LLC 83,598$2,673,0001.78%
Summit Wealth Group, LLC 34,579$1,061,0001.25%
Stephens Consulting, LLC 42,084$1,290,7301.16%
Accredited Investors Inc. 324,172$9,942,0001.15%
View complete list of ISHARES TR shareholders