GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 398 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,772,284
-0.6%
26,991
+1.6%
0.08%
-8.2%
Q1 2024$2,790,417
+0.9%
26,566
+4.1%
0.08%
-12.4%
Q4 2023$2,764,420
-44.7%
25,531
-49.7%
0.10%
-53.1%
Q3 2023$4,995,44450,7310.21%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Forum Financial Management, LP 6,919,708$710,653,97812.86%
Members Advisory Group LLC 164,107$16,855,2719.20%
GGM Financials LLC 89,186$9,159,4258.43%
Richard Bernstein Advisors LLC 3,120,944$320,521,0057.10%
Quantitative Strategies, Inc. 117,066$12,022,6646.86%
FAS Wealth Partners, Inc. 686,934$70,548,1456.10%
Marks Wealth, LLC 134,411$13,804,0106.09%
AllGen Financial Advisors, Inc. 133,765$13,737,6665.21%
Smith Anglin Financial, LLC 466,897$47,950,3644.85%
Itau Unibanco Holding S.A. 1,125,150$115,552,9054.72%
View complete list of ISHARES TR shareholders