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 ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders