Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,470,515
+1544.8%
84,874
+1528.7%
0.12%
+1425.0%
Q2 2022$211,000
-15.9%
5,211
-8.6%
0.01%
-11.1%
Q1 2022$251,000
-92.8%
5,701
-92.6%
0.01%
-92.3%
Q4 2021$3,501,000
+4.9%
77,293
+5.8%
0.12%
-4.9%
Q3 2021$3,337,000
-11.9%
73,026
-11.2%
0.12%
-17.4%
Q2 2021$3,787,000
-3.0%
82,219
-3.6%
0.15%
-11.8%
Q1 2021$3,906,000
+30.5%
85,258
+29.4%
0.17%
+20.7%
Q4 2020$2,993,000
+13.5%
65,863
+9.8%
0.14%
+2.2%
Q3 2020$2,636,000
+673.0%
59,976
+654.3%
0.14%
+661.1%
Q2 2020$341,000
+19.2%
7,951
+13.4%
0.02%
-10.0%
Q1 2020$286,000
+84.5%
7,009
+110.6%
0.02%
+66.7%
Q4 2019$155,0003,3280.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
EXELON CORP 840,020$38,053,00027.78%
Donoghue Forlines LLC 1,050,971$47,609,0008.05%
Divergent Planning, LLC 210,559$9,526,0006.97%
Thrive Capital Management, LLC 220,289$9,979,0006.50%
Clearwater Capital Advisors, LLC 1,230,875$55,759,0006.15%
Sound Income Strategies, LLC 1,081,764$49,004,0005.77%
B, B, H, & B INC. 151,453$6,861,0005.72%
Kathmere Capital Management, LLC 695,809$31,520,0005.47%
IRONWOOD WEALTH MANAGEMENT, INC. 161,492$7,316,0005.12%
Regal Wealth Group, Inc. 193,269$8,755,0004.93%
View complete list of ISHARES TR shareholders