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 ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders