GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$54,748
+11.7%
2000.0%0.02%
-4.0%
Q3 2023$49,0122000.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
TLWM 207,633$49,259,00018.69%
AlphaCore Capital LLC 111,735$26,507,00017.72%
Family Firm, Inc. 233,668$55,433,00016.00%
Financial Services Advisory Inc 133,361$31,637,00014.37%
SCS Capital Management LLC 2,939,096$697,242,00013.21%
Geller Advisors LLC 224,423$53,240,00012.55%
Evensky & Katz LLC 478,115$113,423,00012.54%
PITCAIRN CO 722,782$171,465,00012.17%
Wind River Trust Co 141,575$33,586,00012.08%
HANTZ FINANCIAL SERVICES, INC. 128,701$30,532,00010.12%
View complete list of ISHARES TR shareholders