GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$671,205
-3.4%
2,484
+0.2%
0.03%
-3.4%
Q2 2023$694,736
-0.5%
2,479
-3.1%
0.03%
-12.1%
Q1 2023$698,351
-3.5%
2,557
+0.3%
0.03%
-10.8%
Q4 2022$723,900
+15.8%
2,550
+3.2%
0.04%
+5.7%
Q3 2022$625,000
-5.2%
2,471
+0.8%
0.04%
-2.8%
Q2 2022$659,000
+5.6%
2,452
+13.5%
0.04%0.0%
Q1 2022$624,000
-2.2%
2,160
+1.6%
0.04%
-7.7%
Q4 2021$638,000
+12.3%
2,125
+3.2%
0.04%0.0%
Q3 2021$568,000
+14.7%
2,060
+13.6%
0.04%
+5.4%
Q2 2021$495,0001,8140.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders