Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 129 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$567,818
-22.9%
16,383
-20.1%
0.01%
-12.5%
Q2 2023$736,886
+32.1%
20,498
+12.7%
0.01%
-60.0%
Q4 2022$557,889
+12.0%
18,196
+2.5%
0.02%0.0%
Q3 2022$498,000
+6.0%
17,760
+12.9%
0.02%
+5.3%
Q2 2022$470,000
-34.0%
15,727
-21.1%
0.02%
-24.0%
Q1 2022$712,000
+2.9%
19,941
+13.6%
0.02%
+8.7%
Q4 2021$692,000
+47.5%
17,558
+35.2%
0.02%
+35.3%
Q3 2021$469,00012,9910.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 76,430$2,775,0000.88%
Walkner Condon Financial Advisors LLC 47,451$1,726,0000.63%
Horst & Graben Wealth Management LLC 41,238$1,497,0000.42%
Capital CS Group, LLC 13,220$480,0000.39%
SPINNAKER TRUST 148,384$5,387,0000.38%
RETIREMENT CAPITAL STRATEGIES 22,538$818,0000.31%
Goodwin Investment Advisory 6,593$241,0000.26%
55I, LLC 184,708$6,705,0000.24%
Financial Advisors, LLC 17,739$644,0000.23%
Sharkey, Howes & Javer 20,746$753,0000.20%
View complete list of ISHARES TR shareholders