Guardian Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.

Quarter-by-quarter ownership
Guardian Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$10,917,686
-1.7%
186,563
+2.0%
7.10%
-1.6%
Q1 2024$11,111,151
+11.0%
182,930
+406.6%
7.22%
+3.5%
Q4 2023$10,008,443
+13.9%
36,112
+2.4%
6.98%
+3.6%
Q3 2023$8,789,930
-0.1%
35,251
+4.7%
6.74%
+4.0%
Q2 2023$8,801,659
+9.3%
33,661
+4.5%
6.47%
+2.5%
Q1 2023$8,056,218
+19.8%
32,204
+15.9%
6.31%
+5.8%
Q4 2022$6,721,970
+122675.7%
27,789
+11.3%
5.97%
+12.2%
Q3 2022$5,475
-99.9%
24,971
+8.1%
5.32%
+10.6%
Q2 2022$5,226,000
-9.1%
23,098
+7.8%
4.81%
+1.7%
Q1 2022$5,749,000
+1.3%
21,424
+6.8%
4.73%
+3.9%
Q4 2021$5,676,000
+16.9%
20,051
+8.7%
4.55%
+5.4%
Q3 2021$4,854,000
+0.3%
18,452
+2.4%
4.32%
+3.0%
Q2 2021$4,841,000
-12.7%
18,013
-15.4%
4.19%
+1698.3%
Q1 2021$5,544,000
+31.0%
21,302
+15.7%
0.23%
-94.4%
Q4 2020$4,231,00018,4114.20%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Cornell Pochily Investment Advisors, Inc. 1,098$213,000,00053.52%
Hefren-Tillotson, Inc. 874,387$169,858,00046.90%
PFM Asset Management LLC 756,964$147,048,00036.37%
Pachira Investments Inc. 144,429$28,057,00031.11%
ARKANSAS FINANCIAL GROUP, INC. 303,860$59,027,00021.85%
Chanos & Co LP 218,520$42,450,00020.59%
Global Beta Advisors LLC 420,502$81,289,00020.03%
Affiance Financial, LLC 162,794$31,624,00019.34%
FFT WEALTH MANAGEMENT LLC 257,110$49,946,00019.01%
Leonard Rickey Investment Advisors P.L.L.C. 144,832$28,135,00018.92%
View complete list of ISHARES TR shareholders