Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,344,186
+6.9%
457,242
+8.5%
0.03%
+8.3%
Q2 2023$10,615,116
+18.4%
421,569
+20.0%
0.02%0.0%
Q1 2023$8,965,677
+19.7%
351,182
+18.2%
0.02%
-11.1%
Q4 2022$7,491,117297,1490.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 160,616$4,316,0001.40%
Karp Capital Management Corp 240,639$6,467,0000.81%
Azimuth Capital Management LLC 630,800$16,953,0000.68%
CHILDRESS CAPITAL ADVISORS, LLC 42,100$1,131,0000.47%
SENTINEL PENSION ADVISORS INC 44,910$1,207,0000.38%
Roof Eidam Maycock Peralta, LLC 37,600$1,011,0000.34%
Prism Advisors, Inc. 37,953$1,020,0000.33%
CGN Advisors LLC 37,857$1,017,0000.26%
Lee Financial Co 51,300$1,379,0000.26%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 275,737$7,410,0000.26%
View complete list of ISHARES TR shareholders