GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 343 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,619
-9.0%
1000.0%0.00%0.0%
Q2 2023$11,667
+1.4%
1000.0%0.00%0.0%
Q1 2023$11,508
+2.9%
1000.0%0.00%0.0%
Q4 2022$11,186
+24.3%
1000.0%0.00%0.0%
Q3 2022$9,000
-10.0%
1000.0%0.00%0.0%
Q2 2022$10,000
-9.1%
1000.0%0.00%
-60.0%
Q1 2022$11,000
+10.0%
1000.0%0.01%
+25.0%
Q4 2021$10,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders