GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 209 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$478,077
-5.6%
10,0160.0%0.08%
-6.9%
Q2 2023$506,222
+3.3%
10,016
+2.2%
0.09%
+1.2%
Q1 2023$490,276
+10.4%
9,8020.0%0.09%
+1.2%
Q4 2022$443,915
+20.6%
9,802
+0.5%
0.08%
+23.2%
Q3 2022$368,000
-11.8%
9,7580.0%0.07%
-9.2%
Q2 2022$417,0009,7580.08%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
METLIFE INC 14,555$743,4786.75%
B, B, H, & B INC. 40,866$2,223,0001.85%
Stelac Advisory Services LLC 102,728$5,587,0001.51%
Willis Johnson & Associates, Inc. 213,909$11,635,0001.50%
Providence First Trust Co 56,743$3,086,0001.39%
Naviter Wealth, LLC 79,686$4,339,0001.30%
Palisades Hudson Asset Management, L.P. 41,943$2,281,0000.97%
OLD MISSION CAPITAL LLC 426,808$23,214,0000.96%
Family Firm, Inc. 60,259$3,278,0000.85%
Intercontinental Wealth Advisors, LLC 69,006$3,753,0000.79%
View complete list of ISHARES TR shareholders