GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Charles Schwab Investment Advisory, Inc. 382,967$42,337,0001.58%
Beaumont Financial Partners, LLC 147,501$16,306,0001.34%
Rehmann Capital Advisory Group 27,643$3,056,0000.92%
WRAPMANAGER INC 8,803$973,0000.73%
NewSquare Capital LLC 12,896$1,426,0000.69%
JAMES INVESTMENT RESEARCH INC 154,990$17,134,0000.54%
Fusion Investment Group, LLC 6,456$714,0000.53%
Bluefin Trading, LLC 50,664$5,601,0000.44%
Exchange Capital Management, Inc. 8,056$891,0000.43%
Checchi Capital Advisers, LLC 3,763$416,0000.32%
View complete list of ISHARES TR shareholders