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, 2,806,340$74,228,0009.92%
Beirne Wealth Consulting Services, LLC 325,334$8,605,0009.30%
BALASA DINVERNO & FOLTZ LLC 1,334,801$35,305,0004.44%
Clearwater Capital Advisors, LLC 647,127$17,117,0003.69%
Pasadena Private Wealth, LLC 312,921$8,856,0003.65%
Sterneck Capital Management, LLC 130,969$3,464,0003.49%
PHILLIPS FINANCIAL MANAGEMENT, LLC 681,287$17,148,0003.40%
Strategic Wealth Management Group, LLC 164,134$4,341,0003.23%
Stone House Investment Management, LLC 194,606$5,147,0003.01%
BELLEVUE ASSET MANAGEMENT, LLC 62,930$1,835,0001.90%
View complete list of ISHARES TR shareholders