FAS Wealth Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,220
-47.8%
509
-45.7%
0.00%
-66.7%
Q2 2023$21,479
-63.0%
938
-62.2%
0.00%
-50.0%
Q1 2023$58,030
-8.3%
2,482
-10.9%
0.01%
-14.3%
Q4 2022$63,310
-52.0%
2,787
-52.1%
0.01%
-53.3%
Q3 2022$132,000
-5.7%
5,813
-0.8%
0.02%0.0%
Q2 2022$140,000
-4.1%
5,859
-0.1%
0.02%
+7.1%
Q1 2022$146,000
-32.1%
5,867
-27.1%
0.01%
-30.0%
Q4 2021$215,000
+18.1%
8,045
+17.0%
0.02%
+17.6%
Q3 2021$182,000
+65.5%
6,874
+66.5%
0.02%
+70.0%
Q2 2021$110,000
-1.8%
4,128
-3.1%
0.01%
-16.7%
Q1 2021$112,000
-3.4%
4,262
-0.0%
0.01%
-7.7%
Q4 2020$116,000
-58.3%
4,263
-57.2%
0.01%
-65.8%
Q3 2020$278,000
-36.1%
9,961
-35.9%
0.04%
-40.6%
Q2 2020$435,000
-31.0%
15,533
-30.9%
0.06%
-41.8%
Q1 2020$630,000
+11.7%
22,485
+3.5%
0.11%
+15.8%
Q4 2019$564,000
+7.2%
21,728
+8.7%
0.10%0.0%
Q3 2019$526,000
+14.1%
19,997
+12.1%
0.10%
+10.5%
Q2 2019$461,000
+24.9%
17,846
+22.0%
0.09%
+19.4%
Q1 2019$369,000
+56.4%
14,622
+52.7%
0.07%
+33.3%
Q4 2018$236,000
-18.1%
9,573
-19.2%
0.05%
-18.2%
Q3 2018$288,000
-23.4%
11,848
-22.3%
0.07%
-34.7%
Q2 2018$376,000
+3.3%
15,255
+3.3%
0.10%
-3.8%
Q1 2018$364,000
+22.6%
14,761
+24.5%
0.10%
+34.6%
Q4 2017$297,000
+11.2%
11,856
+11.9%
0.08%
+5.4%
Q3 2017$267,000
+27.8%
10,595
+27.9%
0.07%
+19.4%
Q2 2017$209,000
-5.9%
8,287
-6.6%
0.06%
-10.1%
Q1 2017$222,0008,8710.07%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders