GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 945 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 11.98 and the average weighting 0.6%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$13,000
-97.6%
417
-97.5%
0.01%
-97.4%
Q2 2022$552,000
-18.8%
16,773
-10.2%
0.35%
-8.9%
Q1 2022$680,000
-0.1%
18,678
+7.9%
0.38%
-9.2%
Q2 2021$681,000
+4.0%
17,307
+1.4%
0.42%
-13.3%
Q1 2021$655,000
-31.5%
17,060
-31.3%
0.49%
-39.3%
Q4 2020$956,00024,8210.80%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders