Acorn Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 626 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

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 Q3 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders