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 ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders