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Ishares Trust Barclays shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Ishares Trust Barclays

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All positions including Ishares Trust Barclays held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 6.4k 49.04
2025-06-30 $314k 6.4k 48.69
2025-03-31 $309k 6.4k 48.05

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View all positions for Great Valley Advisor Group

Top funds holding Ishares Trust Barclays

Syon Capital
State of New Jersey Common Pension Fund D
Arvest Investments
UBS Group
AE Wealth Management
Systelligence
LPL Financial
Morgan Stanley
Hancock Bank Trust Department
Wells Fargo & Company
Prepared Retirement Institute
Marcia E. Wade
Advisor Group Holdings
Krilogy Financial
P.J. Schmidt Investment Management

View all funds holding Ishares Trust Barclays