GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$747,050
+64.2%
15,609
+62.5%
0.04%
+52.0%
Q3 2022$455,000
-79.6%
9,605
-79.2%
0.02%
-79.7%
Q2 2022$2,234,000
+34.7%
46,104
+37.3%
0.12%
+26.8%
Q1 2022$1,658,00033,5870.10%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Pensionmark Financial Group, LLC 666,313$34,435,0007.79%
B, B, H, & B INC. 141,890$7,333,0006.68%
Wolff Financial Management LLC 145,035$7,495,0006.51%
Curi Wealth Management, LLC 264,653$13,677,0006.29%
Probity Advisors, Inc. 489,831$25,314,0005.23%
Destiny Wealth Partners, LLC 395,225$20,425,0004.10%
Mandatum Life Insurance Co Ltd 423,075$21,865,0004.05%
Asset Planning Services, Ltd. 143,618$7,422,0003.56%
Buffington Mohr McNeal 321,569$16,619,0003.19%
Rosenberg Matthew Hamilton 154,748$7,997,0003.16%
View complete list of ISHARES TR shareholders