Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$74,512,953
-3.2%
1,242,089
-49.1%
0.90%
+10.0%
Q2 2023$76,945,341
+5249.7%
2,440,904
+9722.6%
0.82%
+1538.0%
Q4 2022$1,438,310
+0.0%
24,850
-12.0%
0.05%
-12.3%
Q3 2022$1,438,000
-2.1%
28,247
+9.7%
0.06%
-3.4%
Q2 2022$1,469,000
+7.3%
25,753
+25.2%
0.06%
+22.9%
Q1 2022$1,369,000
-21.9%
20,568
-16.7%
0.05%
-18.6%
Q4 2021$1,752,000
+24.5%
24,691
+24.6%
0.06%
+13.5%
Q3 2021$1,407,000
+279.2%
19,813
+291.5%
0.05%
+246.7%
Q2 2021$371,000
+0.8%
5,061
-3.4%
0.02%
-6.2%
Q1 2021$368,0005,239
+174533.3%
0.02%
Q2 2020$0
-100.0%
3
-98.6%
0.00%
-100.0%
Q4 2019$13,0002080.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders