Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 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 Q3 2023
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders