Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$368,384
+25.3%
3,293
+2.3%
0.01%
+8.3%
Q3 2022$294,000
-16.0%
3,220
-8.9%
0.01%
-14.3%
Q2 2022$350,000
+42.9%
3,533
+60.1%
0.01%
+55.6%
Q1 2022$245,000
+20.1%
2,207
+11.4%
0.01%
+28.6%
Q4 2021$204,000
+410.0%
1,982
+722.4%
0.01%
+250.0%
Q2 2020$40,000
+5.3%
241
-9.7%
0.00%
-33.3%
Q1 2020$38,000
-11.6%
267
+36.9%
0.00%0.0%
Q4 2019$43,0001950.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders