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 224,112$13,5793.54%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 92,937$5,631,0351.91%
Black Diamond Financial, LLC 72,156$4,371,9321.35%
PCA Investment Advisory Services Inc. 27,044$1,638,6061.17%
FLAGSTAR ADVISORS INC 35,905$2,191,2570.83%
BEDEL FINANCIAL CONSULTING INC 59,356$3,596,4070.73%
Marietta Wealth Management, LLC 59,210$3,587,5340.71%
Rodgers & Associates, LTD 77,432$4,691,6070.71%
Orgel Wealth Management, LLC 325,949$19,749,2500.67%
Courage Miller Partners, LLC 22,224$1,346,5520.55%
View complete list of ISHARES TR shareholders