GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,036
-4.6%
300.0%0.00%0.0%
Q2 2023$3,181
+5.9%
300.0%0.00%0.0%
Q1 2023$3,005
+3.8%
300.0%0.00%0.0%
Q4 2022$2,894
-3.5%
300.0%0.00%0.0%
Q3 2022$3,0000.0%300.0%0.00%0.0%
Q2 2022$3,0000.0%300.0%0.00%0.0%
Q1 2022$3,0000.0%300.0%0.00%0.0%
Q4 2021$3,000300.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders