Matthew Goff Investment Advisor, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 102 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Matthew Goff Investment Advisor, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,279,233
-3.3%
178,079
-1.4%
1.03%
-0.9%
Q2 2023$4,426,018
-1.9%
180,654
-0.1%
1.04%
-7.1%
Q1 2023$4,510,992
+1.9%
180,874
-0.7%
1.12%
-3.0%
Q4 2022$4,426,419
-28.0%
182,232
-29.5%
1.15%
-34.4%
Q3 2022$6,150,000
-6.5%
258,529
-1.9%
1.76%
-0.7%
Q2 2022$6,576,000
-6.0%
263,456
-0.8%
1.77%
+7.9%
Q1 2022$6,996,000
-4.3%
265,620
+2.8%
1.64%
-1.9%
Q4 2021$7,308,000
+15.1%
258,267
+16.5%
1.67%
+7.5%
Q3 2021$6,350,000221,6561.56%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 159,786$4,608,0004.34%
BRANDYWINE OAK PRIVATE WEALTH LLC 429,242$12,384,0002.20%
Signature Wealth Management Group 76,916$2,218,0001.70%
Timber Creek Capital Management LLC 48,060$1,386,0000.87%
Motley Fool Wealth Management, LLC 502,929$14,504,0000.82%
Andesa Financial Management Inc. 24,070$696,0000.62%
Wealth Advisory Solutions, LLC 64,615$1,864,0000.52%
Avestar Capital, LLC 37,953$1,095,0000.48%
Peloton Wealth Strategists 26,000$750,0000.47%
Capital Investment Advisors, LLC 240,136$6,926,0000.36%
View complete list of ISHARES TR shareholders