GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 345 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,966
-8.0%
250.0%0.00%
Q2 2023$2,136
-74.7%
25
-79.2%
0.00%
-100.0%
Q1 2023$8,435
-52.8%
120
-59.3%
0.00%
-66.7%
Q4 2022$17,878
+19.2%
2950.0%0.00%0.0%
Q3 2022$15,000
-21.1%
295
-16.9%
0.00%0.0%
Q2 2022$19,000
-76.2%
355
-73.6%
0.00%
-91.4%
Q1 2022$80,000
-42.4%
1,343
-20.0%
0.04%
-41.7%
Q4 2021$139,0001,6790.06%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,715$9,750,2773.23%
COTTONWOOD CAPITAL ADVISORS, LLC 48,592$3,415,5003.15%
Baymount Management LP 20,000$1,700,0002.81%
Beaumont Capital Management, LLC 52,410$3,683,8832.56%
Capital Asset Advisory Services LLC 446,198$31,363,2242.33%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$2,176,5352.14%
SPC Financial, Inc. 249,830$17,560,5512.00%
Migdal Insurance & Financial Holdings Ltd. 1,030,735$72,4501.60%
Ciovacco Capital Management LLC 14,076$9891.52%
Varma Mutual Pension Insurance Co 1,629,684$114,550,4881.40%
View complete list of ISHARES TR shareholders