Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,221,252
+347.0%
29,896
+366.0%
0.02%
+400.0%
Q2 2023$273,191
+1.3%
6,416
+2.8%
0.00%0.0%
Q1 2023$269,710
-53.1%
6,239
-54.2%
0.00%
-85.0%
Q4 2022$575,102
-0.8%
13,628
-1.8%
0.02%
-13.0%
Q3 2022$580,000
+30.6%
13,871
+37.5%
0.02%
+27.8%
Q2 2022$444,000
-5.1%
10,085
+0.2%
0.02%
+12.5%
Q1 2022$468,000
-3.5%
10,062
+2.5%
0.02%0.0%
Q4 2021$485,000
+54.5%
9,818
+54.9%
0.02%
+33.3%
Q3 2021$314,000
+28.7%
6,338
+29.1%
0.01%
+20.0%
Q2 2021$244,0004,9080.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 337,237$14,578,75612.20%
One Wealth Advisors, LLC 185,770$8,030,8371.86%
Financial Connections Group, Inc. 41,359$1,7871.27%
Sharkey, Howes & Javer 111,509$4,820,5341.03%
Leonard Rickey Investment Advisors P.L.L.C. 46,713$2,019,3850.79%
VERITY Wealth Advisors 19,320$835,2040.77%
Horst & Graben Wealth Management LLC 54,749$2,367,0000.59%
SigFig Wealth Management, LLC 184,520$7,976,7710.44%
Carr Financial Group Corp 21,537$931,0450.41%
First Ascent Asset Management, LLC 59,701$2,580,8570.38%
View complete list of ISHARES TR shareholders