Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 283 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$343,273
-37.8%
13,842
-36.3%
0.00%0.0%
Q2 2023$551,569
-5.0%
21,741
-5.3%
0.00%
-50.0%
Q1 2023$580,388
+8.0%
22,967
+5.2%
0.00%0.0%
Q4 2022$537,27321,8320.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sunbelt Securities, Inc. 2,886,193$74,682,0003.20%
Insight Wealth Partners, LLC 95,866$2,151,0002.80%
BHF RG Capital Inc. 58,309$1,308,0001.73%
CreativeOne Wealth, LLC 367,721$8,252,0001.58%
GeoWealth Management, LLC 98,194$2,203,0001.56%
CWM, LLC 5,000,710$149,821,0001.19%
Cardan Capital Partners, LLC 257,762$5,784,0000.96%
Foresight Wealth Management, LLC 37,792$848,0000.58%
Redhawk Wealth Advisors, Inc. 46,333$1,040,0000.47%
Advisory Resource Group 19,510$438,0000.34%
View complete list of ISHARES TR shareholders