FAS Wealth Partners, Inc. - ISHARES TR ownership

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ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 429 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

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Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$96,719
-3.4%
2,3300.0%0.01%
-11.1%
Q1 2024$100,074
+9.8%
2,3300.0%0.01%0.0%
Q4 2023$91,127
-5.2%
2,3300.0%0.01%
-10.0%
Q3 2023$96,136
+10.9%
2,3300.0%0.01%
-9.1%
Q2 2023$86,723
-1.4%
2,3300.0%0.01%
+10.0%
Q1 2023$87,981
-3.2%
2,3300.0%0.01%0.0%
Q4 2022$90,847
+16.5%
2,3300.0%0.01%
+11.1%
Q3 2022$78,000
-1.3%
2,3300.0%0.01%
+12.5%
Q2 2022$79,000
-6.0%
2,3300.0%0.01%0.0%
Q1 2022$84,000
+31.2%
2,3300.0%0.01%
+33.3%
Q4 2021$64,000
-15.8%
2,330
-17.7%
0.01%
-14.3%
Q3 2021$76,000
+1.3%
2,8300.0%0.01%0.0%
Q2 2021$75,000
+7.1%
2,8300.0%0.01%0.0%
Q1 2021$70,000
+22.8%
2,8300.0%0.01%
+16.7%
Q4 2020$57,000
+23.9%
2,8300.0%0.01%0.0%
Q3 2020$46,000
-16.4%
2,8300.0%0.01%
-25.0%
Q2 2020$55,000
+587.5%
2,830
+466.0%
0.01%
+700.0%
Q1 2020$8,000–500–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Verger Capital Management LLC 510,685$19,972,87811.15%
Versant Capital Management, Inc 375,997$14,705,2614.38%
Sterling Manor Financial, LLC 95,042$3,717,0923.15%
MFA WEALTH ADVISORS, LLC 237,434$9,286,0482.61%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 206,360$8,070,7402.45%
Buttonwood Financial Group, LLC 77,067$3,014,1382.19%
Fiduciary Planning LLC 123,951$4,847,7242.06%
Derbend Asset Management 90,960$3,557,4502.06%
Van Cleef Asset Management,Inc 304,122$11,894,2121.67%
Ayalon Insurance Comp Ltd. 108,710$4,2521.54%
View complete list of ISHARES TR shareholders