First Citizens Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 221 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
First Citizens Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$674,461
-4.6%
27,196
-2.4%
0.29%
-0.7%
Q2 2023$706,783
-0.3%
27,859
-0.7%
0.29%
-2.0%
Q1 2023$708,748
+20.6%
28,047
+17.5%
0.30%
-4.8%
Q4 2022$587,48923,8720.31%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 4,990,500$150,264,0008.75%
ESL Trust Services, LLC 922,223$27,768,0008.46%
Systelligence, LLC 936,310$28,192,0007.50%
Intelligence Driven Advisers, LLC 890,052$26,666,0005.98%
Williams Financial, LLC 206,898$6,230,0005.39%
Verdad Advisers, LP 241,300$7,266,0005.25%
Tri-Star Advisors Inc. 325,624$9,762,0004.29%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 311,597$9,382,0003.72%
CLIENT 1ST ADVISORY GROUP, LLC 227,540$6,851,0003.50%
Copperleaf Capital, LLC 114,090$3,435,0003.31%
View complete list of ISHARES TR shareholders