Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$251,336
-77.4%
4,997
-77.4%
0.00%
-78.6%
Q1 2023$1,111,744
+100.2%
22,124
+99.4%
0.01%
-26.3%
Q4 2022$555,247
+1.5%
11,096
+1.5%
0.02%
-13.6%
Q3 2022$547,000
+0.4%
10,937
+0.4%
0.02%0.0%
Q2 2022$545,000
+3.4%
10,898
+3.6%
0.02%
+15.8%
Q1 2022$527,000
+31.4%
10,518
+32.2%
0.02%
+46.2%
Q4 2021$401,000
-0.7%
7,958
-0.5%
0.01%
-13.3%
Q3 2021$404,0008,0000.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders