GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$10,735
-67.2%
99
-68.0%
0.01%
-68.8%
Q3 2023$32,692
+45.5%
309
+47.1%
0.02%
+33.3%
Q2 2023$22,4632100.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$319,3065.41%
Beaumont Capital Management, LLC 39,802$4,211,0833.04%
Great Diamond Partners, LLC 75,516$7,989,6532.16%
Capstone Triton Financial Group, LLC 27,469$2,906,2612.12%
Jaffetilchin Investment Partners, LLC 139,728$14,783,3311.63%
SIGNET FINANCIAL MANAGEMENT, LLC 87,952$9,305,3701.54%
RKL Wealth Management LLC 97,979$10,366,2681.27%
Renasant Bank 13,355$1,412,9691.19%
Measured Wealth Private Client Group, LLC 27,493$2,908,7651.17%
Executive Wealth Management, LLC 73,541$7,780,7600.81%
View complete list of ISHARES TR shareholders