GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,849,367
-1.3%
114,894
+1.0%
0.12%
-2.5%
Q2 2023$2,887,243
+10.5%
113,805
+10.0%
0.12%
-0.8%
Q1 2023$2,613,945
+2.0%
103,440
-0.7%
0.12%
-6.9%
Q4 2022$2,563,446
+8.9%
104,163
+5.8%
0.13%
-0.8%
Q3 2022$2,353,000
-0.9%
98,434
+2.1%
0.13%
+1.5%
Q2 2022$2,374,000
-11.9%
96,430
-0.7%
0.13%
-17.2%
Q1 2022$2,695,000
+0.2%
97,098
+8.2%
0.16%
-5.4%
Q4 2021$2,689,00089,7340.17%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Sunbelt Securities, Inc. 2,886,193$74,682,0003.20%
Insight Wealth Partners, LLC 95,866$2,151,0002.80%
BHF RG Capital Inc. 58,309$1,308,0001.73%
CreativeOne Wealth, LLC 367,721$8,252,0001.58%
GeoWealth Management, LLC 98,194$2,203,0001.56%
CWM, LLC 5,000,710$149,821,0001.19%
Cardan Capital Partners, LLC 257,762$5,784,0000.96%
Foresight Wealth Management, LLC 37,792$848,0000.58%
Redhawk Wealth Advisors, Inc. 46,333$1,040,0000.47%
Advisory Resource Group 19,510$438,0000.34%
View complete list of ISHARES TR shareholders