GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$208,000
-4.1%
2,607
+0.0%
0.01%
-7.7%
Q4 2021$217,000
+4.8%
2,6060.0%0.01%
-7.1%
Q3 2021$207,000
-0.5%
2,606
+0.5%
0.01%
-6.7%
Q2 2021$208,000
+2.5%
2,5930.0%0.02%
-25.0%
Q1 2021$203,000
-33.4%
2,593
-38.7%
0.02%
-37.5%
Q4 2020$305,000
+20.6%
4,232
+300.8%
0.03%
+3.2%
Q3 2020$253,000
-0.4%
1,056
-6.9%
0.03%
-26.2%
Q2 2020$254,000
-35.4%
1,134
-31.2%
0.04%
-52.3%
Q4 2019$393,000
+5.1%
1,649
-1.1%
0.09%
-2.2%
Q3 2019$374,000
-5.1%
1,668
-4.2%
0.09%
-9.1%
Q2 2019$394,000
-12.1%
1,741
-14.8%
0.10%
-30.8%
Q1 2019$448,0002,0440.14%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders