Acorn Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 354 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Acorn Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$487,552
-4.5%
10,3710.0%0.32%
-6.9%
Q2 2023$510,472
+2.4%
10,371
+1.5%
0.35%
-5.4%
Q1 2023$498,312
-7.7%
10,218
-13.9%
0.37%
-11.1%
Q4 2022$540,000
-3.2%
11,868
-14.9%
0.41%
-9.4%
Q3 2022$558,000
-11.0%
13,942
-0.0%
0.46%
-7.7%
Q2 2022$627,000
-19.7%
13,943
-6.7%
0.50%
-7.8%
Q1 2022$781,000
-17.8%
14,938
-12.6%
0.54%
-10.9%
Q4 2021$950,000
-3.8%
17,084
-4.2%
0.60%
-12.7%
Q3 2021$988,000
+1.6%
17,831
+5.5%
0.69%
+3.0%
Q2 2021$972,000
+16.5%
16,908
+11.8%
0.67%
+12.2%
Q1 2021$834,000
+85.3%
15,121
+78.2%
0.60%
+68.9%
Q4 2020$450,0008,4840.35%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders