FAS Wealth Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,020,671
-6.2%
11,4400.0%0.11%
-21.0%
Q2 2023$1,087,824
+0.8%
11,440
-0.8%
0.14%
+17.9%
Q1 2023$1,078,877
+0.4%
11,528
-2.0%
0.12%
-4.1%
Q4 2022$1,074,197
+4.8%
11,764
-5.4%
0.12%
+7.0%
Q3 2022$1,025,000
-4.7%
12,433
+2.9%
0.11%
+0.9%
Q2 2022$1,075,000
-14.3%
12,077
-1.4%
0.11%
-4.2%
Q1 2022$1,255,000
-1.8%
12,254
+0.2%
0.12%
+0.9%
Q4 2021$1,278,000
-0.1%
12,232
-3.7%
0.12%
-2.5%
Q3 2021$1,279,000
-4.8%
12,702
-0.4%
0.12%
-4.8%
Q2 2021$1,344,000
+5.7%
12,751
+1.0%
0.13%
-4.5%
Q1 2021$1,272,000
+24.0%
12,624
+0.0%
0.13%
+12.8%
Q4 2020$1,026,000
+21.1%
12,619
+82.3%
0.12%
+0.9%
Q3 2020$847,000
+3.4%
6,922
+1.7%
0.12%
-4.1%
Q2 2020$819,000
+8.5%
6,803
-10.0%
0.12%
-8.3%
Q1 2020$755,000
-62.2%
7,559
-39.1%
0.13%
-60.7%
Q4 2019$1,996,000
-0.6%
12,412
-7.2%
0.34%
-7.7%
Q3 2019$2,009,000
-7.1%
13,379
-8.1%
0.36%
-9.7%
Q2 2019$2,163,000
+2.6%
14,552
+1.8%
0.40%
-1.9%
Q1 2019$2,108,000
-7.7%
14,289
-17.5%
0.41%
-21.4%
Q4 2018$2,284,000
-25.4%
17,324
-5.6%
0.52%
-25.0%
Q3 2018$3,062,000
-3.2%
18,342
-5.4%
0.70%
-18.0%
Q2 2018$3,164,000
+6.5%
19,381
-1.6%
0.85%
-0.7%
Q1 2018$2,971,000
-5.1%
19,697
-3.4%
0.86%
+4.0%
Q4 2017$3,132,000
+48.6%
20,391
+43.4%
0.82%
+40.0%
Q3 2017$2,108,000
+5.3%
14,215
-0.7%
0.59%
-1.3%
Q2 2017$2,001,000
-0.1%
14,313
-1.0%
0.60%
-3.7%
Q1 2017$2,004,000
-4.7%
14,453
-3.8%
0.62%
-0.6%
Q4 2016$2,103,000
+11.2%
15,020
-0.9%
0.62%
+0.6%
Q3 2016$1,892,000
-1.3%
15,158
-7.6%
0.62%
-12.6%
Q2 2016$1,917,000
-11.5%
16,406
-14.2%
0.71%
-36.4%
Q1 2016$2,167,000
-59.8%
19,125
-61.6%
1.11%
-58.7%
Q4 2015$5,386,00049,8012.69%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders