GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$557
-2.1%
130.0%0.00%
Q1 2023$569
-5.8%
130.0%0.00%
Q4 2022$604130.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 169,197$7,402,3953.29%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$13,125,0003.28%
Dentgroup LLC 78,669$3,441,7772.76%
PGIM Custom Harvest LLC 1,463,918$64,046,4112.66%
Townsend & Associates, Inc 131,567$5,863,9212.35%
SPC Financial, Inc. 408,413$17,868,0692.04%
FORTE ASSET MANAGEMENT LLC 58,207$2,546,5591.68%
COTTONWOOD CAPITAL ADVISORS, LLC 34,594$1,513,5081.39%
Foundation Wealth Management, LLC 26,229$1,147,4901.18%
Ironwood Financial, llc 74,663$3,266,4890.91%
View complete list of ISHARES TR shareholders