GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,272,685
+8.3%
54,561
+13.1%
0.14%
+7.1%
Q2 2023$3,021,127
+42.0%
48,252
+40.5%
0.13%
+28.3%
Q1 2023$2,127,790
+12.2%
34,347
+4.8%
0.10%
+2.1%
Q4 2022$1,897,011
+22.1%
32,775
+7.4%
0.10%
+11.5%
Q3 2022$1,554,000
+10.1%
30,526
+23.3%
0.09%
+11.5%
Q2 2022$1,412,000
-12.1%
24,750
+2.6%
0.08%
-17.0%
Q1 2022$1,607,000
+32.2%
24,132
+40.7%
0.09%
+25.3%
Q4 2021$1,216,000
+15.0%
17,147
+15.2%
0.08%
+2.7%
Q3 2021$1,057,000
+11.9%
14,890
+15.5%
0.07%
+4.3%
Q2 2021$945,000
+287.3%
12,887
+187.9%
0.07%
+75.0%
Q2 2020$244,000
+17.3%
4,476
+0.9%
0.04%
-27.3%
Q1 2020$208,000
-34.2%
4,438
-13.0%
0.06%
-21.4%
Q4 2019$316,000
+3.9%
5,101
-2.9%
0.07%
-4.1%
Q3 2019$304,000
-6.7%
5,255
-5.4%
0.07%
-11.0%
Q2 2019$326,000
-6.1%
5,557
-6.9%
0.08%
-25.5%
Q1 2019$347,0005,9700.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders