GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 450 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
Q2 2024$1,085,382
-8.0%
9,659
-10.6%
0.35%
-11.7%
Q1 2024$1,179,473
+5.5%
10,804
-2.8%
0.39%
-20.1%
Q4 2023$1,117,671
+12.1%
11,120
+0.3%
0.49%
-1.6%
Q3 2023$997,227
+98.9%
11,084
+107.1%
0.50%
+93.1%
Q2 2023$501,2555,3530.26%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
SPINNAKER TRUST 1,030,982$90,540,0006.79%
C-J Advisory, Inc. 63,573$5,583,0003.25%
Prostatis Group LLC 43,201$3,793,9122.98%
Colorado Capital Management, Inc. 27,713$3,162,0002.26%
Stewardship Advisors, LLC 63,070$5,539,0002.18%
Varma Mutual Pension Insurance Co 1,479,816$129,957,0001.88%
Consolidated Planning Corp 32,746$2,875,0001.84%
Permanens Capital L.P. 99,132$8,706,0001.79%
VERITY Wealth Advisors 21,578$1,895,0001.68%
LFA - Lugano Financial Advisors SA 26,964$2,368,0001.66%
View complete list of ISHARES TR shareholders