GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 204 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$6,000200.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Jackson Financial Management 68,387$11,481,0007.63%
SPC Financial, Inc. 71,695$12,037,0002.58%
Wharton Business Group, LLC 102,745$17,250,0001.78%
IBEX WEALTH ADVISORS 22,692$3,810,0001.34%
Concourse Capital Management, LLC 7,600$1,276,0001.29%
MinichMacGregor Wealth Management, LLC 10,153$1,710,0001.28%
MARTIN & CO INC /TN/ 21,450$3,601,0001.09%
Bruderman Asset Management, LLC 27,742$4,658,0001.02%
FMA ADVISORY INC 13,172$2,212,0001.01%
Genesee Capital Advisors, LLC 3,422$575,0000.69%
View complete list of ISHARES TR shareholders