Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,462,217
+22.9%
9,505
+26.6%
0.00%0.0%
Q2 2023$1,190,204
-6.4%
7,506
-18.0%
0.00%0.0%
Q1 2023$1,271,146
+21.4%
9,149
+5.3%
0.00%
-25.0%
Q4 2022$1,047,4148,6900.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,658,499$556,644,00018.27%
SOA Wealth Advisors, LLC. 247,979$29,631,0008.92%
Baystate Wealth Management LLC 644,216$76,977,0007.92%
Stonebridge Financial Planning Group, LLC 84,684$10,119,0007.08%
Aspire Capital Advisors LLC 71,471$8,540,0006.77%
Legacy Wealth Planning, LLC 30,279$3,618,0005.99%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 68,522$8,188,0005.10%
Atlantic Union Bankshares Corp 333,091$39,801,0004.57%
Crumly & Associates Inc. 91,641$10,950,0004.52%
Compton Wealth Advisory Group, LLC 81,083$9,689,0004.12%
View complete list of ISHARES TR shareholders