GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$241,224
-4.4%
4,620
+1.8%
0.01%
-9.1%
Q2 2023$252,440
+5.8%
4,540
+0.2%
0.01%0.0%
Q1 2023$238,699
+11.3%
4,5290.0%0.01%0.0%
Q4 2022$214,4214,5290.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Essex Private Wealth Management, LLC 31,216$1,391,0005.55%
VAUGHAN & Co SECURITIES, INC. 133,761$5,962,0005.15%
Financial Engines Advisors L.L.C. 31,107,810$1,386,475,0004.52%
New England Private Wealth Advisors LLC 363,782$16,216,0003.80%
CFS Investment Advisory Services, LLC 10,917,660$15,344,0003.53%
Sweet Financial Partners, LLC 217,245$9,683,0003.08%
Concord Wealth Partners 206,993$9,226,0002.93%
BARRETT & COMPANY, INC. 85,062$4,026,8242.66%
AlphaCore Capital LLC 124,108$5,531,0002.52%
Sentinus, LLC 70,059$3,150,0001.97%
View complete list of ISHARES TR shareholders