GREAT VALLEY ADVISOR GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 299 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$328,374
-36.1%
6,578
-36.9%
0.01%
-59.1%
Q2 2023$513,518
+1.0%
10,427
+0.4%
0.02%
-8.3%
Q1 2023$508,346
+99.4%
10,385
+93.7%
0.02%
+84.6%
Q4 2022$254,9165,3610.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 451,985$22,563,09120.99%
Matson Money. Inc. 8,527,040$425,669,83714.16%
DORVAL Corp 382,783$18,986,0598.37%
Boston Standard Wealth Management, LLC 594,562$29,680,0006.52%
Trinity Wealth Management, LLC 254,977$12,728,4356.35%
Forum Private Client Group LLC 256,156$12,787,3046.08%
Financial Gravity Asset Management, Inc. 488,070$24,151,3266.03%
PRUDENT INVESTORS NETWORK, INC. 300,865$15,019,1985.43%
SYON CAPITAL LLC 1,171,499$58,481,2415.38%
Compton Financial Group, LLC 329,671$16,457,1765.34%
View complete list of ISHARES TR shareholders