Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 81 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$599,000
-66.0%
11,421
-45.2%
0.11%
-41.6%
Q3 2021$1,764,000
+31.3%
20,852
+34.5%
0.18%
+22.5%
Q2 2021$1,343,000
+10.8%
15,508
+2.9%
0.15%
-7.9%
Q1 2021$1,212,000
+10.0%
15,076
+1.6%
0.16%
-3.5%
Q4 2020$1,102,000
+5.8%
14,843
-6.0%
0.17%
-15.4%
Q3 2020$1,042,000
+7.1%
15,7950.0%0.20%
+1.0%
Q2 2020$973,000
+2.4%
15,795
-13.7%
0.20%
-12.3%
Q1 2020$950,00018,3120.23%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CORRADO ADVISORS, LLC 30,537$1,663,0651.16%
HC Advisors, LLC 23,525$1,281,1720.88%
Slow Capital, Inc. 59,214$3,224,8070.72%
ROCKLAND TRUST CO 86,103$4,6890.30%
PGIM Custom Harvest LLC 106,972$5,825,6850.26%
JOURNEY STRATEGIC WEALTH LLC 34,995$1,905,8280.22%
Destination Wealth Management 97,050$5,285,3430.21%
Laidlaw Wealth Management LLC 17,716$964,8130.21%
TCWP LLC 17,411$948,2030.19%
Money Design Co.,Ltd. 90,626$4,9360.17%
View complete list of ISHARES TR shareholders