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IUSGIUSG
15 quarters

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

Corient Private Wealth LP holds 550,068 shares of IUSG (ISHARES TR), worth $103.5M as of 2026-Q2. The position was increased (+24.0% shares). IUSG represents 0.1% of Corient Private Wealth LP's portfolio.

Current Value

$103.5M

Current Shares

550,068

Total Value Change

+$103.2M

Total Shares Change

+546,588

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
550,068
+24.0%
$103.5M0.1%$188.09
44
2026-Q1
Decreased
443,651
-34.3%
$68.9M0.1%$154.91
0
2025-Q4
Increased
674,886
+158.4%
$112.8M0.1%$167.54
48
2025-Q3
Increased
261,173
+13.8%
$43M0.1%$163.89
33
2025-Q2
Increased
229,570
+18.3%
$34.5M0.0%$149.58
34
2025-Q1
Increased
194,123
+24.1%
$24.7M0.0%$126.20
35
2024-Q4
Decreased
156,477
-71.0%
$21.6M0.0%$138.20
0
2024-Q3
Increased
540,048
+11.8%
$71.2M0.1%$130.59
40
2024-Q2
Increased
482,897
+7.0%
$63.4M0.1%$126.26
38
2024-Q1
Increased
451,482
+3.4%
$52.9M0.1%$115.96
30
2023-Q4
Increased
436,558
+4090.0%
$45.4M0.1%$102.84
47
2023-Q3
Increased
10,419
+216.2%
$988,0340.0%$93.39
40
2023-Q2
Decreased
3,295
-2.3%
$321,7240.0%$95.58
0
2023-Q1
Decreased
3,372
-3.1%
$299,3340.0%$86.69
0
2022-Q4
New
3,480
-
$283,6900.0%$79.55
32

Other major holders of IUSG: BANK OF AMERICA CORP /DE/

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