Acorn Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 555 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
Acorn Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$322,111
-53.9%
3,323
-53.6%
0.21%
-55.0%
Q2 2023$698,191
-20.2%
7,154
-18.9%
0.48%
-26.3%
Q1 2023$875,296
-14.4%
8,821
-16.3%
0.65%
-17.5%
Q4 2022$1,022,000
-13.8%
10,537
-14.5%
0.78%
-19.4%
Q3 2022$1,185,000
-0.9%
12,329
+4.5%
0.97%
+2.9%
Q2 2022$1,196,000
-11.4%
11,794
-8.3%
0.94%
+1.6%
Q1 2022$1,350,000
-2.4%
12,866
-1.5%
0.93%
+5.9%
Q4 2021$1,383,000
+8.0%
13,059
+7.8%
0.88%
-2.0%
Q3 2021$1,280,000
+8.1%
12,118
+8.8%
0.90%
+9.4%
Q2 2021$1,184,000
+122.1%
11,138
+120.9%
0.82%
+114.1%
Q1 2021$533,000
+146.8%
5,041
+143.4%
0.38%
+124.7%
Q4 2020$216,000
+0.9%
2,071
+0.9%
0.17%
-9.6%
Q3 2020$214,000
+1.9%
2,053
-2.9%
0.19%
+5.0%
Q2 2018$210,0000.0%2,114
+0.6%
0.18%
-1.6%
Q1 2018$210,000
+30.4%
2,101
+30.0%
0.18%
+23.8%
Q4 2017$161,0001,6160.15%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,276,086$123,729,28234.27%
Johnson Midwest Financial, LLC 58,263$5,64920.68%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
GoalFusion Wealth Management, LLC 185,533$18,135,85114.62%
M. Kulyk & Associates, LLC 397,120$38,504,80112.86%
JEPPSON WEALTH MANAGEMENT, LLC 279,188$27,070,06811.38%
KEATING INVESTMENT COUNSELORS INC 292,647$28,375,09311.11%
Wilshire Advisors LLC 195,247$18,931,14810.34%
Comprehensive Wealth Management, LLC 101,226$9,814,8739.04%
Almanack Investment Partners, LLC. 435,660$42,241,5949.00%
View complete list of ISHARES TR shareholders