Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$518,039
-7.4%
1,918
-3.9%
0.01%0.0%
Q2 2023$559,516
+21.7%
1,996
+18.5%
0.01%0.0%
Q1 2023$459,928
+20.1%
1,684
+24.7%
0.01%
-53.8%
Q4 2022$383,071
+30.7%
1,350
+16.8%
0.01%
+8.3%
Q3 2022$293,000
+1.0%
1,156
+15.0%
0.01%
+20.0%
Q1 2022$290,000
-10.5%
1,005
-6.8%
0.01%
-9.1%
Q4 2021$324,000
+9.1%
1,0780.0%0.01%0.0%
Q3 2021$297,000
+8.4%
1,078
+7.3%
0.01%0.0%
Q2 2021$274,000
+7.9%
1,0050.0%0.01%0.0%
Q1 2021$254,000
+2.8%
1,005
-0.1%
0.01%
-8.3%
Q4 2020$247,000
+7.9%
1,0060.0%0.01%0.0%
Q3 2020$229,000
+5.5%
1,0060.0%0.01%0.0%
Q2 2020$217,000
+14.8%
1,0060.0%0.01%
-7.7%
Q1 2020$189,000
-12.9%
1,0060.0%0.01%
-23.5%
Q4 2019$217,0001,0060.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders