GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 374 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$78,210
+1.9%
9000.0%0.01%0.0%
Q1 2024$76,743
-18.5%
900
+287.9%
0.01%
-35.7%
Q4 2023$94,108
+18.9%
2320.0%0.01%
+7.7%
Q3 2023$79,172
+237.4%
232
+201.3%
0.01%
+225.0%
Q1 2023$23,462770.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 46,321$15,815,00011.22%
Financial Advantage, Inc. 31,059$10,604,0009.16%
Shannon River Fund Management LLC 300,000$102,426,0006.92%
GPS Wealth Strategies Group, LLC 52,238$17,835,0005.26%
MinichMacGregor Wealth Management, LLC 40,424$13,801,0005.16%
Covenant Multifamily Offices, LLC 71,194$24,307,0004.97%
360 Financial, Inc. 22,307$7,616,0004.29%
Friedenthal Financial 16,890$5,767,0004.25%
MCMILLION CAPITAL MANAGEMENT INC 19,912$6,798,0003.98%
SFMG, LLC 97,443$33,269,0003.86%
View complete list of ISHARES TR shareholders