FAS Wealth Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,732,757
-5.8%
86,809
-0.6%
0.29%
-20.4%
Q2 2023$2,900,064
+3.0%
87,351
+0.3%
0.37%
+20.3%
Q1 2023$2,814,604
+2.5%
87,088
-2.2%
0.30%
-1.9%
Q4 2022$2,745,076
-1.2%
89,039
-13.9%
0.31%
+0.6%
Q3 2022$2,778,000
-18.6%
103,429
-9.3%
0.31%
-13.9%
Q2 2022$3,412,000
-20.6%
113,994
-6.0%
0.36%
-11.1%
Q1 2022$4,298,000
-3.2%
121,220
+3.8%
0.40%
-1.0%
Q4 2021$4,441,000
+1.9%
116,782
+2.1%
0.41%0.0%
Q3 2021$4,357,000
-1.2%
114,412
+0.3%
0.41%
-1.4%
Q2 2021$4,412,000
+5.9%
114,073
+2.9%
0.41%
-4.6%
Q1 2021$4,167,000
-0.1%
110,828
+0.0%
0.43%
-8.6%
Q4 2020$4,172,000
+1.7%
110,800
-8.2%
0.48%
-15.2%
Q3 2020$4,103,000
+4.3%
120,750
-3.7%
0.56%
-3.3%
Q2 2020$3,932,000
+15.5%
125,357
-2.6%
0.58%
-2.9%
Q1 2020$3,405,000
-17.4%
128,678
-2.7%
0.60%
-14.1%
Q4 2019$4,121,000
+6.5%
132,221
+0.4%
0.69%
-1.0%
Q3 2019$3,869,000
-2.5%
131,677
-1.4%
0.70%
-5.1%
Q2 2019$3,967,000
+3.4%
133,559
-0.5%
0.74%
-1.2%
Q1 2019$3,835,000
+11.5%
134,229
-0.0%
0.75%
-5.0%
Q4 2018$3,438,000134,2800.79%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 151,918$5,162,0005.71%
Armbruster Capital Management, Inc. 291,305$9,899,0003.80%
ATWOOD & PALMER INC 886,075$30,109,0003.79%
ATLAS CAPITAL ADVISORS LLC 259,225$8,808,465,0002.09%
Kathmere Capital Management, LLC 242,839$8,252,0002.05%
MERCER GLOBAL ADVISORS INC /ADV 3,854,039$130,960,0001.97%
Beacon Harbor Wealth Advisors, Inc. 110,369$3,750,0001.83%
Segment Wealth Management, LLC 298,696$10,150,0001.65%
OmniStar Financial Group, Inc. 55,689$1,892,0001.43%
Ackerman Capital Advisors, LLC 148,788$5,056,0001.41%
View complete list of ISHARES TR shareholders