Guardian Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

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 2023
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders