GoalVest Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$21,845
-70.2%
444
-70.9%
0.01%
-73.0%
Q3 2023$73,240
+50.7%
1,526
+51.4%
0.04%
+48.0%
Q2 2023$48,5961,0080.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Pensionmark Financial Group, LLC 679,268$33,529,0006.96%
Probity Advisors, Inc. 571,859$28,227,0005.82%
Destiny Wealth Partners, LLC 456,601$22,538,0004.39%
Mandatum Life Insurance Co Ltd 423,075$20,883,0003.86%
Buffington Mohr McNeal 343,968$16,978,0003.21%
DAGCO, INC. 142,019$6,933,0003.14%
GDS Wealth Management 259,910$12,741,0002.80%
CAMDEN NATIONAL BANK 305,071$15,058,0002.73%
Wolff Financial Management LLC 138,938$6,858,0002.72%
Curi Wealth Management, LLC 306,539$15,130,0002.62%
View complete list of ISHARES TR shareholders