Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,651,011
+108.1%
14,945
+108.0%
0.02%
+150.0%
Q2 2023$793,501
-66.0%
7,184
+68.7%
0.01%
-72.4%
Q1 2023$2,330,523
+120.2%
4,258
-55.8%
0.03%
-21.6%
Q4 2022$1,058,310
-68.3%
9,628
-68.3%
0.04%
-72.0%
Q3 2022$3,341,000
+133.0%
30,370
+133.1%
0.13%
+127.6%
Q2 2022$1,434,000
+19.2%
13,028
+19.4%
0.06%
+38.1%
Q1 2022$1,203,000
-82.8%
10,912
-82.8%
0.04%
-88.5%
Q3 2020$7,013,000
+3.5%
63,352
+3.5%
0.36%
-0.8%
Q2 2020$6,779,000
-10.9%
61,214
-10.7%
0.37%
-29.8%
Q1 2020$7,606,000
-18.1%
68,514
-18.5%
0.52%
-28.4%
Q4 2019$9,288,00084,0820.73%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders