Guardian Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 145 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Guardian Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$338,199
-2.8%
7,8070.0%0.32%
-68.6%
Q2 2023$347,880
+7.5%
7,8070.0%1.01%
+211.4%
Q1 2023$323,522
+6.2%
7,8070.0%0.32%
+0.6%
Q4 2022$304,551
+7.6%
7,8070.0%0.32%
-1.5%
Q3 2022$283,000
-4.4%
7,8070.0%0.33%
-1.2%
Q2 2022$296,000
-11.9%
7,8070.0%0.33%
-4.0%
Q1 2022$336,000
-7.4%
7,8070.0%0.35%0.0%
Q4 2021$363,0007,8070.35%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,408,150$205,243,00015.27%
Beirne Wealth Consulting Services, LLC 392,459$18,274,00010.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,336,561$62,230,0006.10%
Addison Advisors LLC 196,318$9,141,0005.66%
Clearwater Capital Advisors, LLC 1,049,314$48,856,0005.39%
Wade Financial Advisory, Inc 203,869$9,492,0004.94%
Nova R Wealth, Inc. 119,046$5,543,0004.48%
SigFig Wealth Management, LLC 1,973,216$91,873,0004.29%
Sterneck Capital Management, LLC 120,045$5,589,0003.31%
Plancorp, LLC 953,126$44,378,0002.81%
View complete list of ISHARES TR shareholders