GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 377 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$285,570
-7.0%
4,9370.0%0.05%
-7.5%
Q2 2023$307,047
+14.7%
4,937
+0.3%
0.05%
+12.8%
Q1 2023$267,669
+24776.3%
4,924
+20416.7%
0.05%
Q4 2022$1,076
+7.6%
240.0%0.00%
Q3 2022$1,0000.0%240.0%0.00%
Q2 2022$1,000240.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders