Acorn Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Acorn Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$201,000
-11.1%
4,189
-0.2%
0.16%
+1.9%
Q1 2022$226,000
-8.1%
4,197
-2.5%
0.16%0.0%
Q4 2021$246,000
+11.3%
4,306
+8.1%
0.16%
+0.6%
Q3 2021$221,000
-0.9%
3,985
+0.3%
0.16%
+0.6%
Q2 2021$223,000
+4.7%
3,975
-0.1%
0.15%
+0.7%
Q1 2021$213,000
-56.2%
3,979
-60.8%
0.15%
-62.6%
Q4 2019$486,000
+2.3%
10,147
+0.0%
0.41%
+0.2%
Q3 2019$475,000
+7.2%
10,142
+3.7%
0.41%
+0.7%
Q2 2019$443,000
+0.5%
9,778
+0.1%
0.40%
+1.8%
Q1 2019$441,000
+3.8%
9,767
-3.2%
0.40%
-8.5%
Q4 2018$425,000
-1.6%
10,090
+0.5%
0.44%
+2.1%
Q3 2018$432,000
-3.1%
10,041
-0.5%
0.43%
+12.1%
Q2 2018$446,000
+1.4%
10,090
+2.3%
0.38%
-0.3%
Q1 2018$440,000
+150.0%
9,866
+155.9%
0.38%
+136.6%
Q4 2017$176,0003,8560.16%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MARINO, STRAM & ASSOCIATES LLC 144,612$6,415,0005.70%
Madrona Financial Services, LLC 112,880$5,007,0004.03%
PATTON ALBERTSON MILLER GROUP, LLC 84,564$3,751,0001.89%
Northstar Group, Inc. 72,698$3,225,0001.64%
Ahrens Investment Partners LLC 83,632$3,710,0001.55%
Aveo Capital Partners, LLC 71,293$3,163,0001.40%
First Heartland Consultants, Inc. 82,564$3,663,0001.29%
NORTHWEST WEALTH MANAGEMENT, LLC 32,025$1,421,0001.07%
Ruggie Capital Group 39,324$1,744,0000.88%
Burt Wealth Advisors 36,749$1,630,0000.78%
View complete list of ISHARES TR shareholders