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 ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders