GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$328,489
+28.2%
5,383
+33.8%
0.06%
+27.3%
Q2 2023$256,242
+31.7%
4,023
+28.0%
0.04%
+29.4%
Q1 2023$194,561
+50.8%
3,144
+51.2%
0.03%
+36.0%
Q4 2022$128,9872,0790.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matrix Trust Co 219,861$13,900,0003.56%
FLAGSTAR ADVISORS INC 116,580$7,370,0002.45%
Courage Miller Partners, LLC 32,662$2,065,0000.83%
Rodgers & Associates, LTD 73,065$4,619,0000.75%
Equitable Holdings, Inc. 633,868$40,073,0000.68%
CORNERCAP INVESTMENT COUNSEL INC 77,409$4,894,0000.56%
GHP Investment Advisors, Inc. 93,828$5,932,0000.47%
Marietta Wealth Management, LLC 32,894$2,080,0000.45%
Pflug Koory, LLC 10,482$663,0000.36%
Integrated Advisors Network LLC 80,156$5,067,0000.34%
View complete list of ISHARES TR shareholders