Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,098,495
+50.4%
86,236
+56.1%
0.02%
+58.3%
Q2 2023$5,385,561
+12.2%
55,259
+4.2%
0.01%
-7.7%
Q1 2023$4,798,769
+54.6%
53,054
+44.9%
0.01%
+18.2%
Q4 2022$3,103,37636,6180.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 303,485$29,862,00029.01%
Mizuho Bank, Ltd. 2,000,000$196,920,00019.74%
Sharkey, Howes & Javer 704,287$69,344,00017.92%
ONE Advisory Partners, LLC 281,862$27,752,00017.22%
JB Capital LLC 1,066,048$104,963,00013.58%
High Falls Advisors, Inc 481,971$47,455,00012.89%
CLIENT 1ST ADVISORY GROUP, LLC 256,433$25,248,00012.89%
Tri-Star Advisors Inc. 280,510$28,545,00012.54%
SWMG, LLC 212,075$20,881,00012.12%
Pettinga Financial Advisors LLC 458,570$45,151,00011.52%
View complete list of ISHARES TR shareholders