Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 103 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,140,733
+5.9%
455,095
+8.5%
0.03%
+8.3%
Q2 2023$10,517,887
+18.7%
419,624
+20.6%
0.02%0.0%
Q1 2023$8,857,916
+23.2%
347,915
+21.4%
0.02%
-7.7%
Q4 2022$7,187,977286,6590.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 67,124$1,833,0000.70%
Prism Advisors, Inc. 43,608$1,191,0000.45%
CGN Advisors LLC 23,603$645,0000.26%
Peloton Wealth Strategists 12,000$328,0000.16%
WRAPMANAGER INC 13,154$359,0000.10%
CONFLUENCE INVESTMENT MANAGEMENT LLC 171,141$4,675,0000.07%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 44,815$1,224,0000.06%
First National Bank of South Miami 1,653$45,0000.04%
MASSMUTUAL TRUST CO FSB/ADV 25,306$691,0000.04%
Sandy Spring Bank 17,180$469,0000.03%
View complete list of ISHARES TR shareholders