GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 592 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.60 and the average weighting 1.0%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,650
-3.7%
290.0%0.00%
Q2 2023$2,752
+2924.2%
29
+2800.0%
0.00%
Q1 2023$91
-99.9%
1
-99.9%
0.00%
-100.0%
Q4 2022$143,595
+9.6%
1,692
+0.6%
0.03%
+16.7%
Q3 2022$131,000
-42.5%
1,682
-38.2%
0.02%
-42.9%
Q2 2022$228,0002,7210.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 62,734$5,969,00040.95%
TEXAS TREASURY SAFEKEEPING TRUST CO 1,022,243$97,266,00032.21%
Granger Management LLC 1,768,478$168,271,00025.98%
Madrona Financial Services, LLC 471,551$44,868,00023.02%
MINOT CAPITAL, LP 1,239,567$117,945,00022.65%
Juniper Hill Capital Management LP 748,500$71,220,00021.66%
Sharp Capital Gestora de Recursos Ltda. 572,246$54,449,00016.86%
Sageworth Trust Co 1,997,793$190,090,00015.79%
Edgehill Endowment Partners, LLC 493,361$46,943,00015.54%
DIMENSION CAPITAL MANAGEMENT LLC 679,316$64,634,00015.21%
View complete list of ISHARES TR shareholders