Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 124 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$357,971
+18.4%
3,463
+22.2%
0.00%0.0%
Q2 2023$302,324
+9.6%
2,8350.0%0.00%0.0%
Q1 2023$275,874
+8.2%
2,8350.0%0.00%0.0%
Q4 2022$255,0652,8350.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 201,060$16,325,00010.68%
C-J Advisory, Inc. 128,637$10,445,0007.60%
FIRST CITIZENS BANK & TRUST CO 910,048$73,896,0005.21%
DOHJ, LLC 82,459$6,975,0004.37%
Grant Street Asset Management, Inc. 35,017$2,843,0001.70%
BOKF, NA 760,580$61,759,0001.36%
Systelligence, LLC 54,418$4,419,0001.34%
Compton Wealth Advisory Group, LLC 20,524$1,667,0001.25%
CREATIVE FINANCIAL DESIGNS INC /ADV 58,678$4,765,0001.18%
Patriot Financial Group Insurance Agency, LLC 22,701$1,843,0000.60%
View complete list of ISHARES TR shareholders