Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.06 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 Q3 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 375,997$14,705,2614.38%
Buttonwood Financial Group, LLC 77,067$3,014,1382.19%
WealthPLAN Partners, LLC 6,659$260,4330.03%
TOMPKINS FINANCIAL CORP 4,828$188,8230.02%
Anchor Investment Management, LLC 3,380$132,1810.02%
Diversified Trust Co 5,281$206,5390.01%
Peoples Bank/KS 150$5,8660.01%
Founders Capital Management 132$5,1630.00%
Pacifica Partners Inc. 168$6,5450.00%
Valued Wealth Advisors LLC 12$5050.00%
View complete list of ISHARES TR shareholders