Guardian Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Guardian Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$61,160
-21.7%
1,301
-18.0%
0.06%
-19.7%
Q2 2023$78,062
+1.7%
1,586
+0.8%
0.07%
-4.1%
Q1 2023$76,787
+7.2%
1,5740.0%0.07%
+4.2%
Q4 2022$71,638
+11.9%
1,574
-1.8%
0.07%
-1.4%
Q3 2022$64,000
-11.1%
1,6030.0%0.07%
-6.5%
Q2 2022$72,000
-12.2%
1,603
+1.9%
0.08%
-4.9%
Q1 2022$82,000
-5.7%
1,573
+0.1%
0.08%
-3.6%
Q4 2021$87,0001,5710.08%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders