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 Q1 2021. The put-call ratio across all filers is 0.01 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 Q1 2021
NameSharesValueWeighting ↓
Legacy Financial Strategies, LLC 41,850$16,780,9715.39%
Stuart Chaussee & Associates, Inc. 41,123$15,716,3885.22%
Mathes Company, Inc. 27,453$10,4924.87%
SHELTON WEALTH MANAGEMENT, LLC 9,878$3,775,3863.02%
AFT, FORSYTH & COMPANY, INC. 9,543$3,647,2492.67%
CIC Wealth, LLC 18,957$7,244,8792.60%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 189,336$72,3612.45%
Milestone Advisory Partners 6,753$2,580,8622.15%
Equitable Holdings, Inc. 379,950$145,209,2912.08%
Campion Asset Management 5,825$2,226,1992.06%
View complete list of ISHARES TR shareholders