GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 611 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$72,114
+255.9%
684
+247.2%
0.03%
+220.0%
Q3 2023$20,263
-18.9%
197
-16.5%
0.01%
-37.5%
Q2 2022$25,0000.0%2360.0%0.02%
+14.3%
Q1 2022$25,000
-24.2%
236
-23.1%
0.01%
-30.0%
Q2 2021$33,0000.0%3070.0%0.02%
-20.0%
Q1 2021$33,000
-23.3%
307
-22.5%
0.02%
-30.6%
Q4 2020$43,0003960.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 37,525$3,965,0002.64%
Wunderlich Capital Managemnt 17,377$1,836,0001.78%
Pinnacle Wealth Management Advisory Group, LLC 18,005$1,903,0001.76%
One Capital Management, LLC 54,721$5,782,0001.66%
Destination Wealth Management 172,317$18,209,0001.20%
Cypress Capital Group 40,180$4,246,0000.98%
LaFleur & Godfrey LLC 33,155$3,503,0000.97%
Advisors Preferred, LLC 15,520$1,640,0000.92%
BOYS ARNOLD & CO INC 35,013$3,700,0000.72%
CAPE ANN SAVINGS BANK 3,959$418,0000.59%
View complete list of ISHARES TR shareholders