GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 647 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$43,069,760
+6.2%
383,186
+4.1%
1.20%
-2.1%
Q1 2024$40,538,011
+9.7%
368,094
+1.3%
1.23%
-5.1%
Q4 2023$36,964,295
+30.3%
363,214
+18.3%
1.30%
+10.3%
Q3 2023$28,364,779
-0.2%
307,078
+3.7%
1.18%
-1.3%
Q2 2023$28,412,966
+1.0%
296,153
-4.0%
1.19%
-9.2%
Q1 2023$28,124,679
+8.8%
308,520
+1.3%
1.31%
-0.7%
Q4 2022$25,844,304
+13.9%
304,481
+4.5%
1.32%
+4.0%
Q3 2022$22,682,000
+0.7%
291,436
+8.6%
1.27%
+2.6%
Q2 2022$22,521,000
-15.0%
268,454
+1.1%
1.24%
-19.8%
Q1 2022$26,486,000
-11.9%
265,440
-6.6%
1.54%
-16.9%
Q4 2021$30,066,000
+6.5%
284,230
+0.6%
1.86%
-4.5%
Q3 2021$28,228,000
+1.8%
282,504
+3.1%
1.94%
-5.2%
Q2 2021$27,735,000
-19.5%
274,088
-24.3%
2.05%
-38.1%
Q1 2021$34,456,000
+8.0%
362,123
+3.0%
3.32%
+0.5%
Q4 2020$31,890,000
+15.0%
351,524
+1.3%
3.30%
-3.0%
Q3 2020$27,724,000
+252.5%
346,892
+225.2%
3.40%
+164.4%
Q2 2020$7,865,000
+2845.7%
106,677
+2395.4%
1.29%
+1712.7%
Q1 2020$267,000
-21.7%
4,275
-0.7%
0.07%
-6.6%
Q4 2019$341,000
+7.6%
4,3030.0%0.08%
-1.3%
Q3 2019$317,0000.0%4,3030.0%0.08%
-3.8%
Q2 2019$317,000
+2.3%
4,3030.0%0.08%
-19.2%
Q1 2019$310,0004,3030.10%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Mayo Clinic 1,146,396$104,505,45985.77%
MKP Capital Management, L.L.C. 5,770,000$525,993,20070.71%
Nationwide Asset Management LLC 201,800$18,21456.21%
Granger Management LLC 732,021$66,731,07029.46%
Three Bridge Wealth Advisors, LLC 403,771$36,807,75617.06%
DIMENSION CAPITAL MANAGEMENT LLC 815,776$74,366,06817.02%
MINOT CAPITAL, LP 1,026,452$93,571,36416.94%
FFT WEALTH MANAGEMENT LLC 1,346,561$122,752,50515.24%
GR FINANCIAL GROUP, LLC 463,794$42,279,47515.06%
EPIQ Capital Group, LLC 325,799$29,699,87514.94%
View complete list of ISHARES TR shareholders