Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 filers reported holding ISHARES TR in Q3 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$3,328,429
-5.1%
54,934
-0.3%
0.01%0.0%
Q2 2023$3,508,863
-1.1%
55,084
-3.9%
0.01%
-20.0%
Q1 2023$3,546,785
-5.3%
57,317
-5.0%
0.01%
-28.6%
Q4 2022$3,744,54360,3470.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matrix Trust Co 219,861$13,900,0003.56%
FLAGSTAR ADVISORS INC 116,580$7,370,0002.45%
Courage Miller Partners, LLC 32,662$2,065,0000.83%
Rodgers & Associates, LTD 73,065$4,619,0000.75%
Equitable Holdings, Inc. 633,868$40,073,0000.68%
CORNERCAP INVESTMENT COUNSEL INC 77,409$4,894,0000.56%
GHP Investment Advisors, Inc. 93,828$5,932,0000.47%
Marietta Wealth Management, LLC 32,894$2,080,0000.45%
Pflug Koory, LLC 10,482$663,0000.36%
Integrated Advisors Network LLC 80,156$5,067,0000.34%
View complete list of ISHARES TR shareholders