Corient Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 647 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
Corient Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$674,000
-11.7%
4,9000.0%0.05%
+2.0%
Q1 2022$763,000
-0.5%
4,9000.0%0.05%
-2.0%
Q4 2021$767,000
+7.6%
4,9000.0%0.05%
-1.9%
Q3 2021$713,000
-1.4%
4,9000.0%0.05%
-1.9%
Q2 2021$723,000
+4.5%
4,9000.0%0.05%
-10.2%
Q1 2021$692,000
+10.4%
4,9000.0%0.06%
-6.3%
Q4 2020$627,000
+13.8%
4,9000.0%0.06%0.0%
Q3 2020$551,000
+4.0%
4,9000.0%0.06%
-3.1%
Q2 2020$530,000
+5.8%
4,900
-5.9%
0.06%
-17.7%
Q1 2020$501,000
-21.4%
5,209
+6.3%
0.08%
-2.5%
Q4 2019$637,000
+9.1%
4,9000.0%0.08%
-2.4%
Q3 2019$584,000
+2.3%
4,9000.0%0.08%
-5.7%
Q2 2019$571,000
+1.1%
4,900
-2.3%
0.09%
-4.3%
Q1 2019$565,000
+11.4%
5,0140.0%0.09%
+2.2%
Q4 2018$507,000
-12.7%
5,0140.0%0.09%
-7.2%
Q3 2018$581,000
+5.3%
5,0140.0%0.10%
+1.0%
Q2 2018$552,000
+0.7%
5,0140.0%0.10%
-5.0%
Q1 2018$548,000
-4.4%
5,0140.0%0.10%
+4.1%
Q4 2017$573,000
+5.9%
5,0140.0%0.10%
-4.9%
Q3 2017$541,000
+2.9%
5,0140.0%0.10%
+25.9%
Q2 2017$526,000
+0.8%
5,0140.0%0.08%0.0%
Q1 2017$522,000
+2.8%
5,0140.0%0.08%
-10.0%
Q4 2016$508,000
+6.7%
5,0140.0%0.09%
+2.3%
Q3 2016$476,0005,0140.09%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders