ACORN FINANCIAL ADVISORY SERVICES INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$895,974
+7.4%
9,248
+8.2%
0.16%
+8.1%
Q2 2023$834,097
-21.1%
8,546
-19.8%
0.15%
-28.2%
Q1 2023$1,057,604
+0.6%
10,658
-1.7%
0.21%
-7.6%
Q4 2022$1,051,445
+5.6%
10,844
+4.6%
0.22%
-6.3%
Q3 2022$996,000
+10.9%
10,367
+17.4%
0.24%
+11.2%
Q2 2022$898,000
-5.1%
8,832
-1.9%
0.21%
+12.6%
Q1 2022$946,000
-20.7%
9,002
-20.0%
0.19%
-20.5%
Q4 2021$1,193,000
+44.1%
11,257
+43.6%
0.24%
-6.6%
Q3 2021$828,000
+34.6%
7,837
+35.4%
0.26%
+41.4%
Q2 2021$615,000
+8.5%
5,786
+7.9%
0.18%
-12.6%
Q1 2021$567,000
-1.7%
5,363
-2.9%
0.21%
-8.4%
Q4 2020$577,000
+7.4%
5,522
+7.1%
0.23%
-19.6%
Q3 2020$537,000
+12.3%
5,157
+10.5%
0.28%
-15.6%
Q2 2020$478,000
+2.8%
4,669
+0.4%
0.33%
-27.6%
Q1 2020$465,000
+13.1%
4,651
+14.0%
0.46%
+33.3%
Q4 2019$411,0004,0790.34%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders