GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.4%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$278,000
-0.4%
771
-3.4%
0.03%
-6.9%
Q4 2020$279,000
+13.0%
7980.0%0.03%
-3.3%
Q3 2020$247,000
+10.8%
7980.0%0.03%
-16.7%
Q2 2020$223,0007980.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 114,825$40,169,00016.19%
JGP Wealth Management, LLC 114,927$42,276,0009.80%
Brouwer & Janachowski, LLC 158,296$55,377,0009.73%
Mathes Company, Inc. 35,015$12,249,0004.97%
Provident Wealth Management, LLC 11,209$3,921,0004.56%
Legacy Financial Strategies, LLC 23,482$8,215,0004.19%
Equitable Holdings, Inc. 491,977$172,108,0003.92%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 62,417$21,835,3393.68%
Apexium Financial, LP 12,789$4,474,0003.54%
Horst & Graben Wealth Management LLC 26,174$9,156,0003.16%
View complete list of ISHARES TR shareholders