Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$227,000
-19.2%
2,684
-17.1%
0.01%
-11.1%
Q4 2021$281,000
+4.1%
3,237
-0.9%
0.01%
-10.0%
Q3 2021$270,000
+4.7%
3,265
+2.4%
0.01%0.0%
Q2 2021$258,000
+27.1%
3,187
+17.5%
0.01%
+11.1%
Q1 2021$203,000
+23.8%
2,712
+82.6%
0.01%0.0%
Q2 2020$164,000
-94.7%
1,485
-95.3%
0.01%
-95.8%
Q1 2020$3,088,000
-37.0%
31,740
-10.8%
0.21%
-44.9%
Q4 2019$4,905,00035,6010.38%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders