Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 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
Q3 2023$1,118,989
-34.9%
52,857
-29.4%
0.01%
-22.2%
Q2 2023$1,719,089
+154.9%
74,840
+152.0%
0.02%
-25.0%
Q4 2022$674,510
+10.4%
29,701
+3.4%
0.02%0.0%
Q3 2022$611,000
-13.2%
28,727
-1.4%
0.02%
-14.3%
Q2 2022$704,000
-22.4%
29,129
-6.1%
0.03%
-12.5%
Q1 2022$907,000
+45.4%
31,035
+52.3%
0.03%
+52.4%
Q4 2021$624,000
+5.1%
20,380
-5.9%
0.02%
-4.5%
Q3 2021$594,000
-48.1%
21,657
-47.6%
0.02%
-51.1%
Q2 2021$1,145,000
-0.6%
41,292
-8.6%
0.04%
-10.0%
Q1 2021$1,152,000
+8.9%
45,199
+2.3%
0.05%
+2.0%
Q4 2020$1,058,000
+12.8%
44,201
-0.9%
0.05%0.0%
Q3 2020$938,000
+675.2%
44,605
+670.9%
0.05%
+600.0%
Q2 2020$121,000
+365.4%
5,786
+329.5%
0.01%
+250.0%
Q1 2020$26,0001,3470.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders