Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.3%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,479,106
-7.7%
36,903
-1.1%
0.04%
-9.1%
Q2 2023$18,928,914
+12.8%
37,316
-1.1%
0.04%
-2.2%
Q1 2023$16,776,955
+28.4%
37,729
+0.5%
0.04%
-4.3%
Q4 2022$13,063,86637,5420.05%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 33,799$15,352,0009.88%
FIRST NATIONAL CORP /MA/ /ADV 137,990$45,704,0006.58%
Portfolio Strategies, Inc. 70,652$32,096,0006.37%
Northstar Advisory Group, LLC 21,769$9,888,0006.18%
360 Financial, Inc. 21,503$9,767,0005.08%
AFFINITY WEALTH MANAGEMENT LLC 48,924$21,791,0004.33%
Glaxis Capital Management, LLC 7,000$3,180,0003.97%
Safeguard Investment Advisory Group, LLC 11,664$5,298,0003.77%
MORGAN JESS S & CO INC 10,403$4,725,0003.10%
VESTOR CAPITAL, LLC 56,983$25,883,0002.72%
View complete list of ISHARES TR shareholders