GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

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 Q3 2023
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders