FAS Wealth Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,888
-1.1%
840.0%0.00%0.0%
Q2 2023$8,986
-1.2%
840.0%0.00%0.0%
Q1 2023$9,092
+1.7%
840.0%0.00%0.0%
Q4 2022$8,940
-86.7%
84
-86.7%
0.00%
-85.7%
Q3 2022$67,000
-9.5%
632
-6.1%
0.01%
-12.5%
Q2 2022$74,000
-5.1%
673
-2.6%
0.01%
+14.3%
Q1 2022$78,000
-81.0%
691
-80.3%
0.01%
-81.6%
Q4 2021$410,000
-6.4%
3,503
-5.1%
0.04%
-7.3%
Q3 2021$438,000
-25.5%
3,693
-25.6%
0.04%
-25.5%
Q2 2021$588,000
+0.9%
4,965
+0.2%
0.06%
-9.8%
Q1 2021$583,000
+2.6%
4,956
+4.4%
0.06%
-6.2%
Q4 2020$568,000
+13.4%
4,748
+14.7%
0.06%
-4.4%
Q3 2020$501,000
+3.9%
4,138
+3.9%
0.07%
-4.2%
Q2 2020$482,000
-4.7%
3,982
-5.1%
0.07%
-20.2%
Q1 2020$506,000
-10.4%
4,197
-14.1%
0.09%
-6.3%
Q4 2019$565,000
+3.7%
4,886
+4.5%
0.10%
-4.0%
Q3 2019$545,000
+1.3%
4,674
+0.2%
0.10%
-1.0%
Q2 2019$538,000
+2.7%
4,665
+1.2%
0.10%
-2.0%
Q1 2019$524,000
+1.7%
4,611
+0.4%
0.10%
-13.6%
Q4 2018$515,000
+2.0%
4,594
+0.7%
0.12%
+2.6%
Q3 2018$505,000
-0.4%
4,563
+0.4%
0.12%
-15.4%
Q2 2018$507,000
-0.2%
4,546
+0.3%
0.14%
-6.8%
Q1 2018$508,000
+15.5%
4,534
+16.4%
0.15%
+25.9%
Q4 2017$440,000
+4.5%
3,894
+5.2%
0.12%
-0.9%
Q3 2017$421,000
-15.6%
3,700
-15.8%
0.12%
-21.5%
Q2 2017$499,000
+4.6%
4,393
+4.1%
0.15%
+1.4%
Q1 2017$477,000
+3.7%
4,222
+3.4%
0.15%
+8.1%
Q4 2016$460,000
+8.0%
4,082
+10.9%
0.14%
-2.2%
Q3 2016$426,000
+11.5%
3,682
+11.7%
0.14%
-1.4%
Q2 2016$382,0003,2970.14%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders