ACORN FINANCIAL ADVISORY SERVICES INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 155 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$281,772
-0.3%
2,663
+0.8%
0.05%0.0%
Q2 2023$282,717
-9.0%
2,643
-8.0%
0.05%
-16.7%
Q1 2023$310,818
+5.9%
2,872
+4.2%
0.06%
-3.2%
Q4 2022$293,416
+2.6%
2,757
+2.8%
0.06%
-8.8%
Q3 2022$286,000
-9.5%
2,682
-6.6%
0.07%
-9.3%
Q2 2022$316,000
-44.4%
2,870
-43.2%
0.08%
-34.2%
Q1 2022$568,000
-5.0%
5,056
-1.0%
0.11%
-5.0%
Q4 2021$598,000
+7.6%
5,106
+8.9%
0.12%
-30.2%
Q3 2021$556,000
-0.2%
4,689
-0.4%
0.17%
+4.9%
Q2 2021$557,000
+53.0%
4,708
+52.1%
0.16%
+23.3%
Q1 2021$364,000
+59.6%
3,095
+62.6%
0.13%
+49.4%
Q4 2020$228,0001,9040.09%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders