Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$496,803
-1.6%
19,590
-1.2%
0.00%0.0%
Q2 2023$504,648
+6.3%
19,829
+3.5%
0.00%0.0%
Q1 2023$474,729
+7.0%
19,1500.0%0.00%
-50.0%
Q4 2022$443,70519,1500.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders