GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,218
+158.0%
356
+176.0%
0.01%
+140.0%
Q1 2022$9,000
+800.0%
129
+1742.9%
0.01%
+400.0%
Q4 2020$1,00070.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Miracle Mile Advisors, LLC 397,705$25,966,00017.48%
Merriman Wealth Management, LLC 94,151$6,354,00012.66%
Cordasco Financial Network 209,100$13,652,00010.72%
LVZ, Inc. 262,664$17,743,0009.86%
Roof Eidam Maycock Peralta, LLC 134,973$8,812,0007.27%
Estate Counselors, LLC 275,210$17,968,0006.24%
STRINGER ASSET MANAGEMENT, LLC 65,613$4,284,0004.48%
NOTTINGHAM ADVISORS, INC. 307,851$20,100,0003.31%
FOSTER & MOTLEY INC 226,504$14,788,0003.25%
MV CAPITAL MANAGEMENT, INC. 107,312$7,006,0002.84%
View complete list of ISHARES TR shareholders