McKinley Carter Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,615,357
-3.4%
40,009
-0.4%
0.21%
+2.5%
Q2 2023$2,708,290
+3.7%
40,159
+0.1%
0.20%
-0.5%
Q1 2023$2,612,573
-15.3%
40,132
-15.5%
0.20%
-21.8%
Q4 2022$3,085,36047,4890.26%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,168,793$290,357,00011.28%
Compton Wealth Advisory Group, LLC 188,487$13,128,0005.06%
Mason & Associates Inc 228,475$15,913,0004.86%
Horst & Graben Wealth Management LLC 262,564$18,288,0004.47%
Proficio Capital Partners LLC 265,108$18,291,0002.73%
Global Wealth Management Investment Advisory, Inc. 90,779$6,323,0001.88%
Peterson Financial Group, Inc. 24,646$1,716,0001.26%
TIAA, FSB 4,602,991$319,857,0001.11%
AE Wealth Management LLC 2,295,334$159,870,0001.10%
MARIPAU WEALTH MANAGEMENT LLC 17,713$1,203,0001.09%
View complete list of ISHARES TR shareholders