GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$165,237
+24.7%
1,676
+22.6%
0.07%
+10.6%
Q3 2023$132,490
-33.0%
1,367
-32.5%
0.07%
-35.3%
Q2 2023$197,738
-96.6%
2,026
-96.5%
0.10%
-97.0%
Q1 2023$5,786,892
+18.8%
58,324
+16.1%
3.39%
+7.9%
Q4 2022$4,871,173
+6.1%
50,239
+5.1%
3.14%
-2.3%
Q3 2022$4,592,000
+4.0%
47,779
+9.7%
3.22%
+15.1%
Q2 2022$4,416,000
+2.7%
43,552
+6.3%
2.80%
+15.3%
Q1 2022$4,300,000
+12.4%
40,976
+13.8%
2.43%
+2.1%
Q2 2021$3,827,000
+15.1%
35,996
+14.4%
2.38%
-4.2%
Q1 2021$3,326,00031,4622.48%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders