Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 79 filers reported holding ISHARES TR in Q3 2022. 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 Q3 2022
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 96,655$7,175,0002.36%
HC Advisors, LLC 39,450$2,928,0002.00%
CORRADO ADVISORS, LLC 19,376$1,438,0001.11%
Ground Swell Capital, LLC 2,933$218,0000.84%
Slow Capital, Inc. 23,871$1,772,0000.42%
Destination Wealth Management 108,180$8,030,0000.35%
Laidlaw Wealth Management LLC 16,146$1,199,0000.25%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$557,0000.24%
Kore Private Wealth LLC 14,843$1,102,0000.17%
TBH Global Asset Management, LLC 7,011$520,0000.16%
View complete list of ISHARES TR shareholders