Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$235,163
-22.3%
2,636
-17.2%
0.00%0.0%
Q2 2023$302,606
-56.0%
3,182
-56.7%
0.00%
-62.5%
Q1 2023$688,383
-67.0%
7,355
-68.6%
0.01%
-90.5%
Q2 2022$2,086,000
+484.3%
23,430
+571.3%
0.08%
+546.2%
Q1 2022$357,000
-99.3%
3,490
-99.3%
0.01%
-99.4%
Q2 2021$53,802,000
+13660.1%
510,310
+13055.7%
2.11%
+12329.4%
Q1 2021$391,000
+1.0%
3,879
-18.6%
0.02%
-5.6%
Q4 2020$387,000
+1936.8%
4,763
+2933.8%
0.02%
+1700.0%
Q2 2020$19,000
+11.8%
157
-7.1%
0.00%0.0%
Q1 2020$17,000
-56.4%
169
-30.2%
0.00%
-66.7%
Q4 2019$39,0002420.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders