Back to Corient Private Wealth LP Corient Private Wealth LP

IJRIJR
15 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in ISHARES TR

Yes. Corient Private Wealth holds 2,300,207 shares of IJR, worth $341.1M, as of its Q2 2026 13F filing. It increased the position by 189,266 shares (+9.0%) from Q1 2026. Corient Private Wealth has held IJR in every 13F on record since Q4 2022, 15 quarterly filings. IJR is 0.5% of Corient Private Wealth's reported 13F portfolio.

Current Value

$341.1M

Current Shares

2.3M

Total Value Change

+$285.5M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.3M
+9.0%
$341.1M0.5%$148.31
40
2026-Q1
Decreased
2.1M
-5.2%
$260.5M0.4%$123.49
0
2025-Q4
Increased
2.2M
+28.5%
$268M0.4%$119.20
46
2025-Q3
Increased
1.7M
+57.8%
$150.1M0.2%$117.74
52
2025-Q2
Increased
1.1M
+3.3%
$120M0.2%$107.88
37
2025-Q1
Increased
1.1M
+11.6%
$111.2M0.2%$102.84
40
2024-Q4
Decreased
953,017
-11.1%
$104M0.2%$112.97
0
2024-Q3
Increased
1.1M
+18.5%
$125.2M0.2%$113.62
42
2024-Q2
Decreased
904,558
-0.8%
$96.4M0.2%$103.63
0
2024-Q1
Increased
911,717
+9.4%
$100.8M0.2%$107.00
39
2023-Q4
Increased
833,322
+16.5%
$90.2M0.2%$104.48
41
2023-Q3
Decreased
715,086
-5.9%
$67.5M0.2%$90.81
0
2023-Q2
Increased
759,885
+2.4%
$75.7M0.2%$95.03
36
2023-Q1
Increased
741,797
+26.2%
$71.7M0.2%$91.55
44
2022-Q4
First report
587,910
-
$55.6M0.2%$89.29
0

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/

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