GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 298 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 2.72 and the average weighting 0.2%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$235,335
-5.4%
1,969
-0.4%
0.01%
-12.5%
Q1 2024$248,824
-82.7%
1,977
-76.9%
0.01%
-97.5%
Q4 2019$1,436,000
-1.5%
8,566
-6.7%
0.32%
-9.1%
Q3 2019$1,458,000
-3.0%
9,179
-3.3%
0.35%
-6.9%
Q2 2019$1,503,0009,4960.38%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 89,708$12,428,0006.90%
Vontobel Swiss Wealth Advisors AG 34,964$4,744,0002.89%
GRIMES & COMPANY, INC. 117,844$16,326,0001.74%
GIRARD SECURITIES, INC. 7,356$1,024,0000.90%
Stillwater Capital Advisors, LLC 24,183$3,351,0000.87%
FIFTH THIRD SECURITIES, INC. 12,426$1,721,0000.67%
Risk Paradigm Group, LLC 3,938$545,570,0000.66%
Peachtree Investment Advisors, Inc. 5,241$726,0000.62%
Prospera Financial Services Inc 28,433$3,950,0000.60%
Ferris Capital, LLC 6,400$887,0000.44%
View complete list of ISHARES TR shareholders