Corient Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 184 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,810,046
+4.6%
769,665
+6.1%
0.04%
+5.1%
Q2 2023$17,030,033
+25.6%
725,299
+27.4%
0.04%
+8.3%
Q1 2023$13,556,569
+16.6%
569,125
+14.4%
0.04%
-14.3%
Q4 2022$11,626,779497,5090.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,042,513$23,978,0005.94%
PFG Private Wealth Management, LLC 289,107$6,649,0004.37%
Aptus Capital Advisors, LLC 6,309,515$145,119,0003.49%
4Thought Financial Group Inc. 151,758$3,490,0003.43%
Signature Wealth Management Group 216,552$4,981,0002.53%
Peloton Wealth Strategists 180,700$4,156,0002.16%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,187,499$50,312,0002.16%
TLWM 131,928$4,600,0002.02%
Sound View Wealth Advisors Group, LLC 389,632$8,962,0002.01%
SIGMA INVESTMENT COUNSELORS INC 999,503$22,989,0001.96%
View complete list of ISHARES TR shareholders