Mine & Arao Wealth Creation & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 115 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mine & Arao Wealth Creation & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$32,685
-3.1%
5000.0%0.02%0.0%
Q2 2023$33,720
+3.2%
500
-0.4%
0.02%
-4.8%
Q1 2023$32,683
+0.2%
5020.0%0.02%
-12.5%
Q4 2022$32,618
+12.5%
5020.0%0.02%
+14.3%
Q3 2022$29,000
-6.5%
5020.0%0.02%
-4.5%
Q2 2022$31,000
-11.4%
502
+0.4%
0.02%
+4.8%
Q1 2022$35,0000.0%5000.0%0.02%
+10.5%
Q4 2021$35,000
+6.1%
5000.0%0.02%
-5.0%
Q3 2021$33,0000.0%5000.0%0.02%0.0%
Q2 2021$33,000
+3.1%
5000.0%0.02%
-4.8%
Q1 2021$32,000
+23.1%
500
+10.1%
0.02%
+10.5%
Q4 2020$26,000
+13.0%
4540.0%0.02%0.0%
Q3 2020$23,0004540.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Citizens Asset Management, Inc. 461,697$30,056,48612.49%
Arcadia Wealth Management, LLC 150,379$9,789,6898.12%
Simplicity Wealth,LLC 179,643$11,694,7507.78%
FIRST CITIZENS BANK & TRUST CO 5,685,771$370,143,6927.38%
Mason & Associates Inc 369,511$24,055,1667.36%
Compton Wealth Advisory Group, LLC 197,946$12,886,2964.45%
Horst & Graben Wealth Management LLC 199,285$12,973,0003.22%
Strategic Equity Management 132,001$8,593,2913.06%
TIAA, FSB 7,876,414$512,754,5511.90%
Econ Financial Services Corp 35,540$2,313,6541.75%
View complete list of ISHARES TR shareholders