ACORN FINANCIAL ADVISORY SERVICES INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$281,000
-13.8%
4,530
-15.3%
0.11%
-35.7%
Q3 2020$326,000
+0.3%
5,3480.0%0.17%
-24.7%
Q2 2020$325,000
-39.5%
5,348
-44.2%
0.23%
-57.3%
Q1 2020$537,000
-3.9%
9,5900.0%0.53%
+13.2%
Q4 2019$559,0009,5900.47%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders