Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,230,512
-6.0%
88,810
-2.5%
0.01%
-7.7%
Q2 2023$5,564,257
+1.2%
91,098
-6.6%
0.01%
-13.3%
Q1 2023$5,500,372
+8691.5%
97,507
-5.6%
0.02%
Q4 2022$62,565103,2740.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 90,594$6,016,0003.89%
Brand Asset Management Group, Inc. 71,037$4,718,0002.12%
Dentgroup LLC 15,338$1,019,0000.96%
Equitable Holdings, Inc. 690,178$45,834,0000.72%
West Coast Financial LLC 41,378$2,748,0000.39%
Red Tortoise LLC 7,232$480,0000.33%
PACIFIC SUN FINANCIAL CORP 9,340$620,0000.33%
LANDAAS & CO /WI /ADV 8,290$551,0000.29%
Karn, Couzens & Associates, Inc. 5,932$394,0000.27%
FLAGSTAR ADVISORS INC 12,278$815,0000.25%
View complete list of ISHARES TR shareholders