Acorn Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Acorn Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$215,000
-13.3%
743
-10.2%
0.15%
-5.7%
Q4 2021$248,000
+9.3%
827
+0.5%
0.16%
-1.3%
Q3 2021$227,000
+0.9%
8230.0%0.16%
+2.6%
Q2 2021$225,000
+8.7%
823
+0.2%
0.16%
+4.7%
Q1 2021$207,000
-19.5%
821
-31.2%
0.15%
-31.5%
Q4 2019$257,000
+2.8%
1,193
-4.5%
0.22%
+0.5%
Q3 2019$250,000
+16.8%
1,249
+13.0%
0.22%
+9.7%
Q2 2019$214,000
-11.9%
1,105
-13.7%
0.20%
-10.5%
Q1 2019$243,000
+3.4%
1,2800.0%0.22%
-9.1%
Q4 2018$235,000
-0.4%
1,280
+3.5%
0.24%
+3.4%
Q3 2018$236,000
-17.8%
1,237
-22.9%
0.23%
-4.5%
Q2 2018$287,000
+1.4%
1,6050.0%0.24%
-0.4%
Q1 2018$283,000
+21.5%
1,605
+23.0%
0.24%
+15.0%
Q4 2017$233,0001,3050.21%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders