Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,107,746
-20.5%
7,201
-16.7%
0.01%
-13.3%
Q2 2023$1,392,912
+47.6%
8,642
+38.9%
0.02%
+25.0%
Q1 2023$943,919
+29.6%
6,220
+23.9%
0.01%
-53.8%
Q4 2022$728,135
+53.9%
5,019
+36.4%
0.03%
+36.8%
Q3 2022$473,000
-1.7%
3,680
+5.2%
0.02%0.0%
Q2 2022$481,000
-4.0%
3,499
+8.8%
0.02%
+5.6%
Q1 2022$501,000
+5.5%
3,217
+6.2%
0.02%
+12.5%
Q4 2021$475,000
+48.4%
3,030
+37.8%
0.02%
+33.3%
Q3 2021$320,000
-71.3%
2,199
-70.8%
0.01%
-72.7%
Q2 2021$1,114,000
+4.6%
7,5430.0%0.04%
-4.3%
Q1 2021$1,065,000
+10.6%
7,543
+0.2%
0.05%
+2.2%
Q4 2020$963,000
+10.1%
7,525
-3.3%
0.04%0.0%
Q3 2020$875,000
+6.8%
7,780
+2.8%
0.04%
+2.3%
Q2 2020$819,000
+33.2%
7,570
+18.4%
0.04%
+4.8%
Q1 2020$615,000
-34.4%
6,394
-11.4%
0.04%
-43.2%
Q4 2019$938,0007,2140.07%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders