Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,052,476
-18.6%
21,701
-5.2%
0.01%
-7.1%
Q2 2023$1,292,882
+15.5%
22,899
+10.4%
0.01%0.0%
Q1 2023$1,119,603
+0.8%
20,741
-1.9%
0.01%
-64.1%
Q4 2022$1,110,989
+18.8%
21,134
+6.7%
0.04%
+5.4%
Q3 2022$935,000
-25.3%
19,811
-20.2%
0.04%
-26.0%
Q2 2022$1,252,000
-10.1%
24,818
+8.6%
0.05%
+2.0%
Q1 2022$1,393,000
-5.4%
22,848
+2.1%
0.05%0.0%
Q4 2021$1,473,000
+5.7%
22,376
+0.7%
0.05%
-3.9%
Q3 2021$1,394,000
+8.3%
22,211
+523.0%
0.05%0.0%
Q2 2021$1,287,000
-0.9%
3,565
-9.4%
0.05%
-8.9%
Q1 2021$1,299,000
+1.3%
3,933
+0.4%
0.06%
-6.7%
Q4 2020$1,282,000
-0.4%
3,917
-8.8%
0.06%
-10.4%
Q3 2020$1,287,000
+5.0%
4,294
-7.2%
0.07%
+1.5%
Q2 2020$1,226,000
-0.1%
4,629
-15.0%
0.07%
-21.4%
Q1 2020$1,227,000
-26.1%
5,443
-13.4%
0.08%
-35.4%
Q4 2019$1,661,0006,2850.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders