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 ↓
VAUGHAN & Co SECURITIES, INC. 62,321$2,629,0002.27%
Outlook Wealth Advisors, LLC 110,619$4,666,0002.09%
4J Wealth Management LLC 38,719$1,633,0002.09%
PATTEN & PATTEN INC/TN 519,487$21,912,0002.08%
Flagship Private Wealth, LLC 46,229$1,950,0002.01%
FORTE ASSET MANAGEMENT LLC 63,331$2,671,0001.77%
DEFINED WEALTH MANAGEMENT, LLC 36,922$1,557,0001.70%
EQ LLC 44,233$1,866,0001.61%
Dentgroup LLC 32,160$1,340,0001.35%
Bernardo Wealth Planning LLC 51,025$2,255,0001.28%
View complete list of ISHARES TR shareholders