GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is ILF and the CUSIP is 464287390. A total of 170 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,265
-5.9%
2840.0%0.00%0.0%
Q2 2023$7,723
+15.8%
284
+1.8%
0.00%0.0%
Q1 2023$6,668
+4.3%
2790.0%0.00%0.0%
Q4 2022$6,394
+6.6%
279
+7.7%
0.00%0.0%
Q3 2022$6,0000.0%2590.0%0.00%0.0%
Q2 2022$6,000
-25.0%
259
+4.9%
0.00%
-66.7%
Q1 2022$8,0002470.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Monument Capital Management 94,259$3,220,0002.27%
CUMBERLAND ADVISORS INC 113,960$3,894,0002.15%
PROVIDA PENSION FUND ADMINISTRATOR 1,614,608$55,171,0002.04%
Weatherstone Capital Management 76,038$2,598,0001.73%
Water Oak Advisors LLC 59,910$2,047,0001.52%
GREENWOOD CAPITAL ASSOCIATES LLC 154,535$5,279,0001.23%
UBP Investment Advisors SA 28,400$970,0001.15%
Migdal Insurance & Financial Holdings Ltd. 1,304,565$44,617,0001.11%
New Vernon Capital Holdings II LLC 19,948$682,0000.95%
Itau Unibanco Holding S.A. 343,183$11,727,0000.70%
View complete list of ISHARES TR shareholders