Acorn Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Acorn Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$218,937
-5.7%
9,934
-2.0%
0.15%
-7.6%
Q2 2023$232,099
-3.7%
10,135
-1.7%
0.16%
-11.2%
Q1 2023$241,056
+2.6%
10,310
-0.1%
0.18%
-1.1%
Q4 2022$235,000
-20.1%
10,322
-20.0%
0.18%
-25.3%
Q3 2022$294,000
-9.5%
12,909
-5.1%
0.24%
-6.2%
Q2 2022$325,000
+5.2%
13,605
+9.8%
0.26%
+20.7%
Q1 2022$309,000
-4.9%
12,386
+1.8%
0.21%
+3.4%
Q4 2021$325,000
+23.6%
12,172
+22.6%
0.21%
+12.0%
Q3 2021$263,000
+12.9%
9,929
+13.5%
0.18%
+14.3%
Q2 2021$233,0008,7470.16%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders