Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 212 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,073,809
-6.5%
18,796
-0.3%
0.01%
+8.3%
Q2 2023$1,148,712
-11.8%
18,850
-16.7%
0.01%
-25.0%
Q1 2023$1,301,755
+219.9%
22,616
+199.4%
0.02%
+14.3%
Q4 2022$406,974
-13.8%
7,553
-19.5%
0.01%
-26.3%
Q3 2022$472,000
+0.9%
9,378
+4.0%
0.02%0.0%
Q2 2022$468,000
-36.3%
9,019
-21.1%
0.02%
-26.9%
Q1 2022$735,000
+36650.0%
11,429
+163171.4%
0.03%
Q2 2020$2,00070.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders