Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 221 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

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 Q3 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 924,060$25,652,0007.88%
PFG Private Wealth Management, LLC 450,741$12,513,0006.42%
Williams Financial, LLC 256,904$7,132,0005.39%
Ferguson Shapiro LLC 381,697$10,596,0005.20%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 522,779$14,512,0005.14%
Tri-Star Advisors Inc. 325,536$8,627,0003.98%
KRAEMATON INVESTMENT ADVISORS, INC 147,317$4,090,0003.89%
CLIENT 1ST ADVISORY GROUP, LLC 278,461$7,730,0003.78%
Intelligence Driven Advisers, LLC 727,449$19,779,0003.61%
Copperleaf Capital, LLC 138,330$3,840,0003.41%
View complete list of ISHARES TR shareholders