GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 812 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$24,318
-3.4%
2760.0%0.00%0.0%
Q1 2024$25,185
+15.2%
2760.0%0.00%0.0%
Q4 2023$21,8652760.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 353,079$60,557,00015.41%
Capital Directions Investment Advisors, LLC 230,237$38,949,00012.86%
LVZ, Inc. 65,564$11,245,0006.54%
Simplicity Solutions, LLC 29,562$5,070,0006.01%
FIRST MERCHANTS CORP 105,032$18,014,0005.56%
AFFINITY WEALTH MANAGEMENT LLC 52,842$9,063,0005.33%
Perkins Coie Trust Co 39,951$6,852,0005.27%
Concorde Asset Management, LLC 26,063$4,470,0005.10%
FIRST HAWAIIAN BANK 161,991$27,783,0004.48%
Capital Advisors, Ltd. LLC 48,564$8,329,0004.32%
View complete list of ISHARES TR shareholders