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Ishares Tr shares owned by Corient IA

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Corient IA from 13F filings

Historical chart of Corient IA investment in Ishares Tr

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All positions including Ishares Tr held by Corient IA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Corient IA

Quarter filed Position value Share count Share price at filing
2026-03-31 $41k 900 45.37

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Top funds holding Ishares Tr

Bank of America Corporation
Raymond James Financial
LPL Financial
Mariner Wealth Advisors
Putnam Fl Investment Management
Bailard
Miracle Mile Advisors
Koss-Olinger Consulting
Beacon Pointe Advisors
Harbour Investments
Keybank National Association
Franklin Resources
JNBA Financial Advisors
Cary Street Partners Financial
Advisory Services Network

View all funds holding Ishares Tr