Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 112 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,560,149
-3.6%
101,284
-1.0%
0.02%
-6.2%
Q2 2023$6,802,359
-1.6%
102,260
-5.4%
0.02%
-15.8%
Q1 2023$6,910,010
-26.7%
108,138
+1.6%
0.02%
-44.1%
Q4 2022$9,426,215106,3850.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matrix Trust Co 299,798$33,655,0009.46%
Treybourne Wealth Planners, Inc. 46,920$5,267,0003.79%
SPC Financial, Inc. 130,332$14,631,0002.06%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,702$2,211,0001.31%
Equitable Holdings, Inc. 446,336$50,106,0001.14%
TAP Consulting, LLC 16,630$1,867,0000.67%
GenWealth Group, Inc. 16,232$1,822,0000.60%
Brand Asset Management Group, Inc. 6,531$733,0000.41%
Courage Miller Partners, LLC 5,684$638,0000.29%
Ellis Investment Partners, LLC 6,167$692,0000.21%
View complete list of ISHARES TR shareholders