Acorn Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 661 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Acorn Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$231,928
-8.2%
4,139
-4.0%
0.12%
-12.9%
Q1 2024$252,568
+4.8%
4,311
-3.4%
0.13%
-7.7%
Q4 2023$240,919
-0.1%
4,464
-10.3%
0.14%
-11.2%
Q3 2023$241,247
-19.0%
4,974
-5.7%
0.16%
-20.7%
Q2 2023$297,949
-5.7%
5,277
-9.8%
0.20%
-12.9%
Q1 2023$315,847
-1.0%
5,851
-3.5%
0.23%
-4.9%
Q4 2022$319,000
+8.5%
6,061
-2.6%
0.24%
+1.7%
Q3 2022$294,000
-7.8%
6,221
-1.6%
0.24%
-4.4%
Q2 2022$319,000
-12.6%
6,320
+5.6%
0.25%
+0.4%
Q1 2022$365,000
-4.2%
5,985
+3.5%
0.25%
+3.7%
Q4 2021$381,000
-0.8%
5,784
-5.5%
0.24%
-10.0%
Q3 2021$384,000
-5.9%
6,121
+441.7%
0.27%
-4.6%
Q2 2021$408,000
+11.5%
1,130
+2.0%
0.28%
+7.6%
Q1 2021$366,000
-2.1%
1,108
-3.1%
0.26%
-10.9%
Q4 2020$374,000
-5.6%
1,144
-13.5%
0.29%
-15.3%
Q3 2020$396,000
+15.8%
1,323
+2.4%
0.35%
+9.1%
Q2 2020$342,000
+30.5%
1,292
+13.0%
0.32%
+8.5%
Q1 2020$262,000
-19.4%
1,143
-6.2%
0.29%
+6.9%
Q4 2019$325,000
-2.1%
1,219
-7.8%
0.27%
-3.9%
Q3 2019$332,000
+1.2%
1,322
-0.4%
0.28%
-5.0%
Q2 2019$328,000
-0.3%
1,327
-8.3%
0.30%
+1.0%
Q1 2019$329,000
+11.1%
1,447
-1.3%
0.30%
-2.0%
Q4 2018$296,000
-4.5%
1,466
-1.6%
0.30%
-1.0%
Q3 2018$310,000
-8.8%
1,490
-11.9%
0.31%
+5.9%
Q2 2018$340,000
+3.7%
1,692
-1.6%
0.29%
+1.8%
Q1 2018$328,000
+1.5%
1,719
-4.2%
0.28%
-3.7%
Q4 2017$323,0001,7950.30%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders