Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$93,416,735
-4.0%
2,779,433
+1.6%
0.22%
-4.4%
Q2 2023$97,359,194
-0.1%
2,734,809
-1.0%
0.22%
-14.1%
Q1 2023$97,504,997
+8.3%
2,762,181
-0.6%
0.26%
-19.9%
Q4 2022$90,037,5342,779,7940.33%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 2,585,553$79,971,0009.50%
Integrity Financial Corp /WA 245,298$7,587,0007.21%
Retirement Planning Group, LLC 1,789,103$55,337,0006.83%
Richard P Slaughter Associates Inc 492,075$15,219,0006.68%
Allen Capital Group, LLC 849,757$26,283,0005.33%
Richard Bernstein Advisors LLC 7,712,137$238,536,0005.18%
Klaas Financial Asset Advisors, LLC 644,159$19,924,0004.94%
Abundance Wealth Counselors 539,400$16,684,0004.52%
MBA Advisors LLC 201,015$6,217,0004.27%
STRINGER ASSET MANAGEMENT, LLC 63,220$1,955,0004.19%
View complete list of ISHARES TR shareholders