GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 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
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 Q4 2023
NameSharesValueWeighting ↓
Evensky & Katz LLC 1,196,624$143,965,00034.48%
SCS Capital Management LLC 5,359,766$644,833,00028.86%
Tanglewood Wealth Management, Inc. 541,936$65,200,00025.83%
PITCAIRN CO 1,012,359$121,797,00013.53%
Wind River Trust Co 158,385$19,055,00013.25%
GM Advisory Group, LLC 211,036$25,390,00012.75%
Stairway Partners, LLC 207,189$24,927,00011.34%
Compass Financial Group, Inc. 95,386$11,476,00011.28%
Threshold Group LLC 62,380$7,505,0009.93%
McCutchen Group LLC 150,169$18,067,0009.11%
View complete list of ISHARES TR shareholders