GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 126 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$21,696
-1.3%
4630.0%0.00%0.0%
Q1 2024$21,9834630.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Venturi Wealth Management, LLC 75,659$3,985,0000.84%
RKL Wealth Management LLC 22,810$1,206,0000.34%
Wellesley Investment Partners, LLC 10,912$574,0000.12%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 195,288$10,307,0000.09%
Snowden Capital Advisors LLC 7,570$399,5450.06%
WealthTrust-Arizona, LLC 1,183$62,0000.03%
EDMOND DE ROTHSCHILD HOLDING S.A. 7,420$391,0000.01%
Advisor Group, Inc. 10,323$544,0000.01%
JANE STREET GROUP, LLC 43,074$2,273,0000.01%
IHT Wealth Management, LLC 200$11,0000.01%
View complete list of ISHARES TR shareholders