GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

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 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders