GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 115 filers reported holding ISHARES TR in Q2 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
Q1 2024$2,674
-80.5%
57
-81.7%
0.00%
-100.0%
Q4 2023$13,740
+13.7%
312
+0.3%
0.00%0.0%
Q3 2023$12,080
-6.2%
3110.0%0.00%0.0%
Q2 2023$12,872
+6.4%
311
+0.3%
0.00%0.0%
Q1 2023$12,096
+8.4%
3100.0%0.00%0.0%
Q4 2022$11,160
-55.4%
310
-56.2%
0.00%
-60.0%
Q3 2022$25,000
-21.9%
708
-20.9%
0.01%
-16.7%
Q2 2022$32,000
+45.5%
895
+81.2%
0.01%
-33.3%
Q1 2022$22,000
-12.0%
4940.0%0.01%
-18.2%
Q4 2021$25,0004940.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Courage Miller Partners, LLC 6,339$1,258,0000.75%
Madden Advisory Services, Inc. 4,490$891,0000.57%
F3Logic, LLC 3,462$689,0000.49%
M Holdings Securities, Inc. 7,575$1,504,0000.41%
Koshinski Asset Management, Inc. 4,210$836,0000.26%
LEVEL FOUR ADVISORY SERVICES, LLC 10,232$2,031,0000.15%
Ausdal Financial Partners, Inc. 2,377$472,0000.15%
BRR OpCo, LLC 2,125$422,0000.12%
SMITH CHAS P & ASSOCIATES PA CPAS 3,972$789,0000.11%
Almanack Investment Partners, LLC. 1,033$205,0000.09%
View complete list of ISHARES TR shareholders