Position history for Corient Private Wealth LLC's holdings in ISHARES TR
Corient Private Wealth LLC holds 676,607 shares of IWF (ISHARES TR), worth $285.5M as of 2026-Q1. The position was decreased (-16.3% shares). IWF represents 0.4% of Corient Private Wealth LLC's portfolio.
Current Value
$285.5M
Current Shares
676,607
Total Value Change
-$1.3M
Total Shares Change
-110,313
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 676,607 |
-16.3% |
| $285.5M |
| 0.4% |
| $448.66 |
0 |
| 2025-Q4 | Increased | 808,581 | +13.3% | $333.6M | 0.4% | $476.95 | 42 |
| 2025-Q3 | Increased | 713,855 | +2.5% | $334.4M | 0.5% | $466.09 | 45 |
| 2025-Q2 | Decreased | 696,428 | -54.0% | $295.7M | 0.3% | $420.88 | 0 |
| 2025-Q1 | Increased | 1.5M | +95.4% | $546.4M | 0.9% | $359.49 | 71 |
| 2024-Q4 | Increased | 774,476 | +0.1% | $307.9M | 0.5% | $403.59 | 43 |
| 2024-Q3 | Decreased | 773,630 | -1.7% | $290.4M | 0.5% | $371.77 | 0 |
| 2024-Q2 | Increased | 786,920 | +0.8% | $286.8M | 0.5% | $362.15 | 37 |