Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 244 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$965,435
+67.5%
23,399
+51.1%
0.00%
+100.0%
Q2 2023$576,501
-2.1%
15,489
-0.7%
0.00%
-50.0%
Q1 2023$588,933
-1.3%
15,597
+1.9%
0.00%0.0%
Q4 2022$596,96215,3110.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders