Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$308,229
-22.1%
5,399
-16.9%
0.00%0.0%
Q2 2023$395,550
+15.9%
6,494
+13.4%
0.00%0.0%
Q1 2023$341,391
+1.3%
5,729
-7.8%
0.00%
-66.7%
Q4 2022$337,125
+21.7%
6,212
+4.3%
0.01%
+9.1%
Q3 2022$277,0000.0%5,957
+12.3%
0.01%0.0%
Q2 2022$277,000
-17.1%
5,305
-3.1%
0.01%
-8.3%
Q1 2022$334,000
+6.4%
5,472
+19.7%
0.01%
+20.0%
Q4 2021$314,000
+39.6%
4,570
+37.4%
0.01%
+25.0%
Q3 2021$225,0003,3260.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 41,710$2,263,6022.44%
Financial Connections Group, Inc. 54,158$2,9392.32%
One Wealth Advisors, LLC 62,663$3,400,7210.78%
Walkner Condon Financial Advisors LLC 43,451$2,358,2680.70%
Klaas Financial Asset Advisors, LLC 43,955$2,385,4380.59%
Parkside Advisors LLC 28,757$1,560,6540.55%
VERITY Wealth Advisors 9,386$509,3780.50%
FLOW TRADERS U.S. LLC 139,717$7,5820.38%
Wade Financial Advisory, Inc 15,455$838,7430.38%
Goodwin Investment Advisory 8,913$483,7090.34%
View complete list of ISHARES TR shareholders