First Citizens Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 334 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
First Citizens Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,349,343
-21.2%
44,169
-11.3%
1.85%
-18.1%
Q2 2023$5,517,979
-52.9%
49,815
-51.3%
2.26%
-53.7%
Q1 2023$11,721,574
+5203.0%
102,336
+4909.1%
4.87%
+4064.1%
Q4 2022$221,0352,0430.12%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
GenWealth Group, Inc. 94,263$12,098,0005.57%
JUNCTURE WEALTH STRATEGIES, LLC 56,175$7,222,0003.78%
Ifrah Financial Services, Inc. 50,779$6,529,0002.31%
Compagnie Lombard Odier SCmA 348,235$44,773,0001.57%
RiverFront Investment Group, LLC 417,665$53,699,0001.27%
Financial Gravity Asset Management, Inc. 4,703$601,0000.63%
Sage Capital Advisors,llc 6,836$879,0000.55%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32,130$4,131,0000.51%
Transamerica Financial Advisors, Inc. 14,337$1,844,0000.39%
BENJAMIN F. EDWARDS & COMPANY, INC. 32,216$4,142,0000.39%
View complete list of ISHARES TR shareholders