IMCB — ISHARES TR

Ownership history in Corient Private Wealth LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in ISHARES TR (IMCB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q4)
Avg. % of fund
0.01%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,703 -1,747 -18.5% 0.00% $640K $82.47
2025 Q2 ADDED 9,450 +1,602 +20.4% 0.00% $753K $78.81
2025 Q1 REDUCED 7,848 -2,526 -24.3% 0.00% $581K $73.05
2024 Q4 REDUCED 10,374 -5,310 -33.9% 0.00% $790K $74.83
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IMCB price (monthly, adj. close)

Other funds also holding IMCB

As of 2025 Q4 — sorted by position size

Northwest Wealth Advisors, LLC 7.6% PACIFIC FINANCIAL GROUP INC 3Y 7Y 3.14% MEANS INVESTMENT CO., INC. 3Y 2.98% YARGER WEALTH STRATEGIES, LLC 3Y 2.36% Sunburst Financial Group, LLC 3Y 1.93% Pitti Group Wealth Management, LLC 3Y 1.11% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.94% Brand Asset Management Group, Inc. 3Y 7Y 0.83% JIM SAULNIER & ASSOCIATES, LLC 0.72% Steele Capital Management, Inc. 0.67%
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