GUARDIAN WEALTH ADVISORS, LLC / NC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 246 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 10.11 and the average weighting 0.4%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$156,282
-7.3%
7,290
-0.7%
0.03%
-6.9%
Q2 2023$168,600
+38.1%
7,340
+37.8%
0.03%
+38.1%
Q1 2023$122,102
+60.5%
5,325
+59.0%
0.02%
+40.0%
Q4 2022$76,0793,3500.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 828,280$22,877,0005.07%
SVB Investment Services Inc. 181,510$5,013,0004.75%
Larson Financial Group LLC 264,731$7,312,0004.21%
Lester Murray Antman dba SimplyRich 305,189$8,362,0004.20%
Riverview Trust Co 204,136$5,638,0003.79%
Boston Standard Wealth Management, LLC 283,652$7,834,000,0003.50%
OptiFour Integrated Wealth Management, LLC 177,654$4,907,0003.37%
Ameritas Investment Company, LLC 471,400$13,020,0002.73%
VIEWPOINT INVESTMENT PARTNERS CORP 89,600$2,475,0002.63%
DWM Financial Group, Inc. 83,664$2,311,0002.35%
View complete list of ISHARES TR shareholders