ACORN FINANCIAL ADVISORY SERVICES INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$210,000
-30.0%
4,588
-11.2%
0.05%
-16.7%
Q1 2022$300,000
-13.5%
5,169
-4.0%
0.06%
-13.0%
Q4 2021$347,000
+5.8%
5,383
-7.1%
0.07%
-31.7%
Q3 2021$328,000
+6.5%
5,797
+535.6%
0.10%
+11.0%
Q2 2021$308,000
-6.7%
912
-14.6%
0.09%
-24.2%
Q1 2021$330,000
+0.9%
1,068
-1.8%
0.12%
-6.2%
Q4 2020$327,000
+9.7%
1,088
-4.0%
0.13%
-17.9%
Q3 2020$298,000
+11.6%
1,1330.0%0.16%
-16.1%
Q2 2020$267,000
+25.4%
1,133
-2.7%
0.19%
-11.8%
Q1 2020$213,000
-24.5%
1,165
-12.9%
0.21%
-11.0%
Q4 2019$282,0001,3380.24%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders