Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,443,100
-10.2%
234,197
-1.9%
0.05%
-10.0%
Q2 2023$26,099,558
-8.3%
238,789
-12.4%
0.06%
-21.1%
Q1 2023$28,473,269
-3.0%
272,446
+0.1%
0.08%
-29.0%
Q4 2022$29,355,956272,2430.11%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Efficient Advisors, LLC 241,817$18,692,0004.51%
Connective Capital Management, LLC 30,839$2,384,0003.82%
One Capital Management, LLC 109,765$8,485,0003.22%
HBK Sorce Advisory LLC 100,078$7,736,0002.82%
Parkside Advisors LLC 44,470$3,438,0002.64%
MONROE BANK & TRUST/MI 89,372$6,909,0002.31%
TELEMUS CAPITAL, LLC 92,471$7,148,0001.96%
RiverFront Investment Group, LLC 918,548$71,003,0001.89%
BOK Financial Private Wealth, Inc. 134,513$10,398,0001.81%
SMITH, MOORE & CO. 35,025$2,707,0001.62%
View complete list of ISHARES TR shareholders