Guardian Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 454 filers reported holding ISHARES TR in Q4 2023. 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
Q2 2024$68,102
-3.3%
1,282
-2.8%
0.05%
-3.7%
Q1 2024$70,428
+4.6%
1,3190.0%0.05%
-5.3%
Q4 2023$67,328
+10.1%
1,319
+1.4%
0.06%0.0%
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 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders